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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.7%
87,608
+1,832
52
$2.81M 0.66%
19,621
-466
53
$2.67M 0.63%
21,771
+229
54
$2.66M 0.63%
+6,505
55
$2.66M 0.63%
65,602
-6,425
56
$2.59M 0.61%
19,149
-196
57
$2.57M 0.61%
73,660
-2,319
58
$2.57M 0.6%
122,358
+1,248
59
$2.48M 0.58%
74,414
+1,782
60
$2.4M 0.56%
23,243
+2,661
61
$2.4M 0.56%
15,477
+54
62
$2.39M 0.56%
73,556
+5,283
63
$2.37M 0.56%
31,544
+46
64
$2.31M 0.54%
17,879
-243
65
$2.31M 0.54%
29,995
+1,339
66
$2.27M 0.53%
11,239
+198
67
$2.15M 0.5%
10,879
+89
68
$2.14M 0.5%
41,252
-54
69
$2.06M 0.48%
17,460
+3,905
70
$2.03M 0.48%
27,499
-1,179
71
$1.92M 0.45%
35,393
+2,354
72
$1.85M 0.43%
65,936
+22,770
73
$1.79M 0.42%
63,009
+18,150
74
$1.75M 0.41%
30,091
+9,791
75
$1.71M 0.4%
35,204
+340
1 2
3
4 5