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
$460M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.69M
3 +$2.04M
4
TOL icon
Toll Brothers
TOL
+$1.95M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.73M

Top Sells

1 +$1.12M
2 +$1.1M
3 +$912K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$762K

Sector Composition

1 Financials 8.93%
2 Healthcare 7.95%
3 Technology 7.53%
4 Industrials 6.76%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.18M 0.69%
20,756
+251
52
$3.16M 0.69%
21,032
+480
53
$3.07M 0.67%
25,213
+2,025
54
$3.02M 0.66%
7,718
+212
55
$3.01M 0.65%
12,628
+582
56
$2.98M 0.65%
34,208
+302
57
$2.98M 0.65%
53,207
+22,646
58
$2.82M 0.61%
52,964
-20,636
59
$2.75M 0.6%
23,955
-159
60
$2.72M 0.59%
44,099
-2,015
61
$2.71M 0.59%
54,159
-1,254
62
$2.69M 0.59%
18,549
+356
63
$2.63M 0.57%
16,020
+600
64
$2.61M 0.57%
83,411
-10,141
65
$2.58M 0.56%
82,448
-13,936
66
$2.54M 0.55%
20,185
-172
67
$2.52M 0.55%
29,737
-167
68
$2.52M 0.55%
62,140
-180
69
$2.46M 0.53%
18,226
+7,970
70
$2.44M 0.53%
47,155
+780
71
$2.39M 0.52%
35,305
-622
72
$2.38M 0.52%
23,309
-2,759
73
$2.36M 0.51%
13,145
-373
74
$2.33M 0.51%
12,800
-287
75
$2.3M 0.5%
61,285
-476