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
$105M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.51M
3
+$1.47M
4
NKE icon
Nike
NKE
+$1.12M
5
SGI
Somnigroup International
SGI
+$1.04M

Top Sells

1
+$1.92M
2
+$1.51M
3
+$1.46M
4
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
+$1.22M
5
ORCL icon
Oracle
ORCL
+$597K

Sector Composition

1 Healthcare 15.27%
2 Financials 13.06%
3 Consumer Staples 11.57%
4 Industrials 11.48%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.21%
+6,040
52
$208K 0.2%
1,435
-137
53
$207K 0.2%
2,115
54
– –
-22,425
55
– –
-19,679
56
– –
-124,089
1 2
3