CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.21M
3
+$2.31M
4
AVGO icon
Broadcom
AVGO
+$2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.77M

Top Sells

1
+$6.68M
2
+$3.19M
3
+$3.04M
4
TS icon
Tenaris
TS
+$2.95M
5
TREX icon
Trex
TREX
+$2.49M

Sector Composition

1 Technology 12.93%
2 Consumer Discretionary 7.81%
3 Financials 7.81%
4 Healthcare 5.71%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.81M 1.18%
31,057
-545
27
$6.69M 1.16%
269,870
-5,218
28
$6.67M 1.16%
11,863
-780
29
$5.96M 1.04%
24,171
-1,347
30
$5.93M 1.03%
+61,908
31
$5.61M 0.98%
24,103
-2,220
32
$5.54M 0.96%
20,747
-876
33
$5.48M 0.95%
134,222
-6,770
34
$5.29M 0.92%
23,890
-1,553
35
$5.19M 0.9%
118,282
-12,182
36
$5.12M 0.89%
108,110
-8,923
37
$4.99M 0.87%
17,846
-3,679
38
$4.56M 0.79%
77,023
-6,024
39
$4.5M 0.78%
9,247
-1,307
40
$4.44M 0.77%
33,120
-1,990
41
$4.28M 0.74%
15,524
+9,205
42
$4.28M 0.74%
103,262
-13,917
43
$4.23M 0.74%
11,546
-657
44
$4.08M 0.71%
25,115
-1,594
45
$3.98M 0.69%
4,022
-180
46
$3.86M 0.67%
49,307
-8,108
47
$3.84M 0.67%
12,629
-119
48
$3.83M 0.67%
35,286
-2,684
49
$3.74M 0.65%
6,060
-57
50
$3.67M 0.64%
4,577
-312
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