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
$489M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.68M
3
+$1.3M
4
CTSH icon
Cognizant
CTSH
+$899K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$684K

Top Sells

1
+$2.43M
2
+$603K
3
+$542K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$512K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$501K

Sector Composition

1 Technology 10.27%
2 Financials 7.79%
3 Consumer Discretionary 7.51%
4 Healthcare 7.3%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.66%
55,965
-1,559
52
$3.23M 0.66%
81,410
+2,322
53
$3.2M 0.66%
14,874
-287
54
$3.16M 0.65%
38,119
+327
55
$3.05M 0.62%
129,210
+406
56
$3.02M 0.62%
90,000
+5,144
57
$2.99M 0.61%
+3,956
58
$2.97M 0.61%
85,468
+301
59
$2.96M 0.6%
78,701
+696
60
$2.92M 0.6%
26,002
+1,608
61
$2.89M 0.59%
18,907
+1,178
62
$2.88M 0.59%
18,065
+120
63
$2.68M 0.55%
24,700
+445
64
$2.65M 0.54%
33,543
+1,614
65
$2.64M 0.54%
80,979
+1,972
66
$2.57M 0.53%
89,162
+903
67
$2.31M 0.47%
28,961
+270
68
$2.29M 0.47%
11,515
+288
69
$2.12M 0.43%
11,576
+335
70
$2.09M 0.43%
43,028
-655
71
$2.03M 0.42%
21,684
+1,257
72
$1.93M 0.39%
26,200
-109
73
$1.79M 0.37%
34,918
-1,207
74
$1.7M 0.35%
34,380
-2,090
75
$1.67M 0.34%
12,273
+269
1 2
3
4 5