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
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.77M
3
+$2.33M
4
PRAY icon
FIS Christian Stock Fund
PRAY
+$1.72M
5
TS icon
Tenaris
TS
+$1.58M

Top Sells

1
+$4M
2
+$3.98M
3
+$3.3M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Financials 9.12%
2 Technology 7.69%
3 Healthcare 6.8%
4 Industrials 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.65%
19,345
-89
52
$2.48M 0.64%
72,632
+2,016
53
$2.48M 0.64%
31,498
+690
54
$2.48M 0.64%
75,979
+1,048
55
$2.46M 0.64%
18,122
-534
56
$2.45M 0.64%
121,110
+18,966
57
$2.41M 0.62%
11,041
+136
58
$2.24M 0.58%
33,039
+1,592
59
$2.14M 0.55%
28,656
+910
60
$2.08M 0.54%
41,306
+733
61
$2.06M 0.53%
28,678
-85
62
$1.89M 0.49%
68,273
+1,833
63
$1.87M 0.49%
15,423
+384
64
$1.83M 0.48%
15,229
-1,779
65
$1.83M 0.48%
94,956
-113,932
66
$1.82M 0.47%
47,190
-7,776
67
$1.73M 0.45%
20,582
+2,828
68
$1.71M 0.44%
10,790
+206
69
$1.7M 0.44%
33,981
-21,976
70
$1.58M 0.41%
+44,859
71
$1.49M 0.39%
10,904
+580
72
$1.48M 0.38%
34,864
+1,390
73
$1.46M 0.38%
19,455
-12,982
74
$1.45M 0.38%
19,419
-1,085
75
$1.37M 0.36%
65,477
-11,845
1 2
3
4 5