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
$317M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.35M
3
+$5.27M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.26M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.26M

Top Sells

1
+$1.52M
2
+$1.42M
3
+$1.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$352K
5
HTO
H2O America
HTO
+$219K

Sector Composition

1 Technology 8.63%
2 Financials 8.63%
3 Industrials 7.16%
4 Healthcare 6.69%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.68%
7,276
-12
52
$2.13M 0.67%
22,567
-683
53
$2.08M 0.66%
+18,616
54
$2.04M 0.64%
20,838
+207
55
$2.02M 0.64%
+50,903
56
$1.97M 0.62%
12,007
-194
57
$1.94M 0.61%
+21,136
58
$1.93M 0.61%
50,853
+12,317
59
$1.91M 0.6%
24,640
+209
60
$1.88M 0.59%
+22,563
61
$1.87M 0.59%
25,490
-900
62
$1.86M 0.59%
9,792
-442
63
$1.82M 0.57%
+28,601
64
$1.81M 0.57%
32,724
-552
65
$1.8M 0.57%
17,032
+423
66
$1.8M 0.57%
13,080
+260
67
$1.73M 0.55%
+7,408
68
$1.72M 0.54%
+29,349
69
$1.66M 0.52%
53,440
+2,719
70
$1.58M 0.5%
21,635
+137
71
$1.58M 0.5%
+28,089
72
$1.58M 0.5%
28,851
+599
73
$1.57M 0.49%
10,485
+378
74
$1.53M 0.48%
+59,472
75
$1.52M 0.48%
12,509
+470
1 2
3
4 5