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
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.75M
3
+$3.27M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.62M

Top Sells

1
+$6.92M
2
+$3.95M
3
+$3.36M
4
HDB icon
HDFC Bank
HDB
+$3.17M
5
TSCO icon
Tractor Supply
TSCO
+$3.1M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.94M 1.21%
275,088
+13,196
27
$6.93M 1.21%
12,643
-288
28
$6.49M 1.13%
10,554
-79
29
$6.18M 1.08%
25,518
+296
30
$6.12M 1.07%
21,623
+3,339
31
$6.01M 1.05%
31,602
+338
32
$5.8M 1.01%
25,443
+277
33
$5.62M 0.98%
40,205
+1,092
34
$5.61M 0.98%
65,232
+1,347
35
$5.57M 0.97%
26,323
+50
36
$5.57M 0.97%
21,525
-347
37
$5.56M 0.97%
70,496
+60,208
38
$4.9M 0.86%
117,179
-4,815
39
$4.88M 0.85%
117,033
-6,014
40
$4.87M 0.85%
9,289
+42
41
$4.54M 0.79%
83,047
+532
42
$4.5M 0.79%
115,062
-1,445
43
$4.47M 0.78%
12,203
-41
44
$4.42M 0.77%
26,709
+967
45
$4.33M 0.76%
51,317
-370
46
$4.16M 0.73%
57,415
-5,077
47
$4.06M 0.71%
8,935
-519
48
$3.97M 0.69%
4,202
+2,746
49
$3.84M 0.67%
55,307
+3,095
50
$3.75M 0.65%
18,985
+12,315
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