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
$412M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$4.43M
3
+$1.54M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.02M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$791K

Top Sells

1
+$9.16M
2
+$4.42M
3
+$2.31M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.99M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M

Sector Composition

1 Financials 9%
2 Industrials 7.32%
3 Healthcare 7.26%
4 Technology 7.13%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.7%
41,907
+1,831
52
$2.87M 0.7%
9,604
+398
53
$2.84M 0.69%
24,195
+927
54
$2.81M 0.68%
20,740
-767
55
$2.8M 0.68%
19,818
+898
56
$2.8M 0.68%
27,495
+164
57
$2.78M 0.68%
24,919
-401
58
$2.74M 0.67%
12,368
+389
59
$2.72M 0.66%
7,322
+198
60
$2.71M 0.66%
8,781
+480
61
$2.61M 0.63%
65,290
-245
62
$2.61M 0.63%
71,934
+20,382
63
$2.58M 0.63%
72,409
-598
64
$2.56M 0.62%
30,430
-100
65
$2.47M 0.6%
8,512
-34
66
$2.42M 0.59%
36,538
-359
67
$2.35M 0.57%
33,529
+423
68
$2.35M 0.57%
10,853
+287
69
$2.31M 0.56%
17,423
-345
70
$2.3M 0.56%
13,665
-7,787
71
$2.29M 0.56%
13,447
-185
72
$2.27M 0.55%
33,286
-141
73
$2.27M 0.55%
12,442
-160
74
$2.24M 0.54%
63,235
-180
75
$2.21M 0.54%
11,137
+805
1 2
3
4 5