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
$218M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.5M
3
+$9.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.98M

Top Sells

1
+$2.77M
2
+$1.09M
3
+$1.03M
4
UBS icon
UBS Group
UBS
+$523K
5
RP
RealPage, Inc.
RP
+$173K

Sector Composition

1 Technology 9.96%
2 Financials 9.74%
3 Healthcare 7.95%
4 Industrials 7.19%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.66%
29,707
+229
52
$1.28M 0.59%
+67,948
53
$1.24M 0.57%
21,300
-51
54
$1.21M 0.55%
7,892
+172
55
$1.19M 0.55%
16,826
+142
56
$1.17M 0.54%
6,513
+98
57
$1.16M 0.53%
56,357
-70
58
$1.16M 0.53%
16,822
+382
59
$1.15M 0.53%
+15,932
60
$1.1M 0.51%
16,274
+175
61
$1.09M 0.5%
34,572
+82
62
$1.09M 0.5%
+22,854
63
$1.08M 0.5%
15,527
-108
64
$1.08M 0.49%
28,660
+830
65
$1.02M 0.47%
25,424
+648
66
$1.01M 0.46%
7,521
+12
67
$985K 0.45%
19,325
+535
68
$978K 0.45%
33,790
-52
69
$967K 0.44%
6,398
-6,844
70
$965K 0.44%
4,552
+132
71
$908K 0.42%
6,463
+181
72
$841K 0.39%
101,648
+9,543
73
$818K 0.38%
15,222
-3,223
74
$803K 0.37%
+31,764
75
$763K 0.35%
+4,338
1 2
3
4