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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$4.26M
2 +$4.03M
3 +$3.77M
4
UL icon
Unilever
UL
+$3.75M
5
PFE icon
Pfizer
PFE
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
2 Consumer Discretionary 14.24%
3 Financials 13.75%
4 Industrials 11.31%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.17%
+7,850