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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.64%
19,676
+788
52
$2.77M 0.63%
40,108
+3,182
53
$2.69M 0.61%
85,167
+8,745
54
$2.67M 0.61%
128,804
+6,438
55
$2.67M 0.61%
79,088
+3,201
56
$2.57M 0.58%
79,007
+3,047
57
$2.51M 0.57%
78,005
+3,578
58
$2.5M 0.57%
84,856
+7,362
59
$2.5M 0.57%
17,945
+566
60
$2.43M 0.55%
62,454
-689
61
$2.41M 0.55%
24,394
+3,478
62
$2.38M 0.54%
31,929
+1,437
63
$2.36M 0.54%
17,729
+2,791
64
$2.33M 0.53%
37,792
+1,547
65
$2.32M 0.53%
24,255
+2,217
66
$2.27M 0.52%
17,645
-79
67
$2.16M 0.49%
43,683
+2,297
68
$2.04M 0.46%
28,691
+736
69
$2.02M 0.46%
11,241
+937
70
$2M 0.46%
11,227
+350
71
$1.85M 0.42%
24,610
-392
72
$1.84M 0.42%
26,309
-220
73
$1.82M 0.41%
20,427
+1,883
74
$1.8M 0.41%
36,125
-1,496
75
$1.59M 0.36%
36,470
+3,380
1 2
3
4 5