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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$375K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 8.38%
3 Financials 7.81%
4 Healthcare 7.06%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.71%
87,593
+6,183
52
$3.77M 0.7%
96,023
+10,555
53
$3.75M 0.7%
14,980
+106
54
$3.64M 0.68%
76,442
-920
55
$3.58M 0.67%
13,780
-308
56
$3.51M 0.66%
21,426
+2,519
57
$3.5M 0.65%
6,683
-530
58
$3.35M 0.63%
135,986
+6,776
59
$3.21M 0.6%
88,766
+7,787
60
$3.19M 0.6%
36,160
+2,617
61
$3.15M 0.59%
52,220
-3,745
62
$3.14M 0.59%
29,034
+3,032
63
$2.99M 0.56%
11,873
+297
64
$2.82M 0.53%
31,220
-3,160
65
$2.79M 0.52%
99,694
+9,694
66
$2.64M 0.49%
29,364
+403
67
$2.6M 0.49%
12,372
+857
68
$2.5M 0.47%
26,551
+1,851
69
$2.4M 0.45%
86,582
-2,580
70
$2.33M 0.43%
22,948
+1,264
71
$2.16M 0.4%
43,024
-4
72
$1.84M 0.34%
25,359
-841
73
$1.81M 0.34%
13,996
+3,790
74
$1.77M 0.33%
12,926
+653
75
$1.77M 0.33%
34,432
-486
1 2
3
4 5