CIP

Capital Insight Partners Portfolio holdings

AUM $604M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.68M
3
+$1.3M
4
CTSH icon
Cognizant
CTSH
+$899K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$684K

Top Sells

1
+$2.43M
2
+$603K
3
+$542K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$512K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$501K

Sector Composition

1 Technology 10.27%
2 Financials 7.79%
3 Consumer Discretionary 7.51%
4 Healthcare 7.3%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 1.03%
21,632
+448
27
$4.91M 1%
10,296
+252
28
$4.81M 0.98%
24,999
-599
29
$4.76M 0.97%
55,639
+918
30
$4.65M 0.95%
22,946
+156
31
$4.63M 0.95%
44,730
+518
32
$4.59M 0.94%
8,713
-107
33
$4.54M 0.93%
134,756
+2,336
34
$4.46M 0.91%
28,448
-202
35
$4.46M 0.91%
16,228
+743
36
$4.43M 0.91%
58,211
+945
37
$4.4M 0.9%
52,649
+4,142
38
$4.39M 0.9%
28,890
+1,336
39
$4.19M 0.86%
15,858
+417
40
$4.18M 0.85%
104,326
-12,507
41
$4.06M 0.83%
38,488
+598
42
$3.94M 0.8%
11,355
+100
43
$3.92M 0.8%
41,189
+1,081
44
$3.83M 0.78%
87,334
-1,154
45
$3.8M 0.78%
49,895
+1,589
46
$3.74M 0.76%
22,013
+219
47
$3.64M 0.74%
77,362
-840
48
$3.43M 0.7%
7,213
-301
49
$3.34M 0.68%
14,088
50
$3.29M 0.67%
19,961
+285
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