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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.71%
22,647
+4,031
52
$2.52M 0.71%
65,535
+6,500
53
$2.5M 0.7%
57,903
+7,000
54
$2.45M 0.69%
64,408
+1,454
55
$2.41M 0.68%
14,440
+2,529
56
$2.28M 0.64%
43,180
+36,684
57
$2.27M 0.64%
88,290
+2,606
58
$2.26M 0.63%
35,192
+5,843
59
$2.22M 0.62%
7,119
-157
60
$2.21M 0.62%
34,762
+6,673
61
$2.21M 0.62%
23,148
+581
62
$2.11M 0.59%
11,981
-26
63
$2.06M 0.58%
9,088
+1,680
64
$1.97M 0.55%
12,520
-560
65
$1.97M 0.55%
25,917
+427
66
$1.95M 0.55%
10,178
+386
67
$1.95M 0.55%
32,623
-101
68
$1.94M 0.54%
64,710
+13,857
69
$1.94M 0.54%
8,557
-4
70
$1.9M 0.53%
31,978
+3,377
71
$1.9M 0.53%
66,090
-15,600
72
$1.89M 0.53%
17,338
+306
73
$1.89M 0.53%
73,252
+13,780
74
$1.88M 0.53%
53,891
+451
75
$1.86M 0.52%
10,475
-10
1 2
3
4 5