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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$375K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 8.38%
3 Financials 7.81%
4 Healthcare 7.06%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 1.06%
17,836
+1,608
27
$5.66M 1.06%
22,652
+1,020
28
$5.46M 1.02%
30,258
+1,368
29
$5.4M 1.01%
56,497
+6,602
30
$5.38M 1.01%
57,923
+2,284
31
$5.32M 0.99%
25,910
+354
32
$5.22M 0.97%
23,782
+836
33
$5.13M 0.96%
24,653
-346
34
$5.09M 0.95%
134,178
-578
35
$5.07M 0.95%
40,352
+1,864
36
$5.03M 0.94%
11,069
+773
37
$4.48M 0.84%
11,683
+328
38
$4.47M 0.84%
9,045
+332
39
$4.25M 0.79%
57,733
+5,084
40
$4.24M 0.79%
22,136
+2,175
41
$4.12M 0.77%
104,340
+14
42
$4.06M 0.76%
62,138
+3,927
43
$4.04M 0.76%
14,726
-1,132
44
$4.01M 0.75%
4,133
+177
45
$4.01M 0.75%
22,916
+903
46
$4.01M 0.75%
44,874
+3,685
47
$3.9M 0.73%
39,089
+970
48
$3.84M 0.72%
18,575
+510
49
$3.83M 0.72%
85,851
+7,150
50
$3.82M 0.71%
88,011
+677
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