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
$579M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.75M
3
+$1.06M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Top Sells

1
+$1.44M
2
+$1.05M
3
+$857K
4
RELX icon
RELX
RELX
+$714K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$673K

Sector Composition

1 Technology 12.13%
2 Consumer Discretionary 9.18%
3 Financials 7.95%
4 Healthcare 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.81M 1.18%
12,931
+431
27
$6.7M 1.16%
261,892
+12,989
28
$6.52M 1.13%
39,113
+352
29
$6.37M 1.1%
42,767
+1,373
30
$5.93M 1.03%
26,273
+433
31
$5.78M 1%
21,872
-438
32
$5.63M 0.97%
10,633
+539
33
$5.41M 0.93%
123,047
+147
34
$5.38M 0.93%
63,885
+1,606
35
$5.17M 0.89%
22,215
-1,538
36
$5.07M 0.88%
25,222
+1,299
37
$5.05M 0.87%
65,476
+2,524
38
$4.96M 0.86%
121,994
+8,464
39
$4.76M 0.82%
12,244
+304
40
$4.76M 0.82%
89,692
+73,222
41
$4.7M 0.81%
25,166
+1,647
42
$4.68M 0.81%
9,247
+480
43
$4.63M 0.8%
62,492
+2,164
44
$4.54M 0.78%
25,742
+1,412
45
$4.54M 0.78%
9,454
-1,785
46
$4.49M 0.78%
52,212
+6,008
47
$4.4M 0.76%
116,507
+4,230
48
$4.38M 0.76%
18,284
+790
49
$4.31M 0.75%
82,515
+5,617
50
$4.26M 0.74%
51,687
+3,851
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