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
$579M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.75M
3
+$1.06M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Top Sells

1
+$1.44M
2
+$1.05M
3
+$857K
4
RELX icon
RELX
RELX
+$714K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$673K

Sector Composition

1 Technology 12.13%
2 Consumer Discretionary 9.18%
3 Financials 7.95%
4 Healthcare 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.7%
14,992
+454
52
$3.95M 0.68%
62,676
+4,020
53
$3.74M 0.65%
6,380
-134
54
$3.7M 0.64%
12,782
-463
55
$3.47M 0.6%
134,086
+450
56
$3.44M 0.59%
95,071
+5,218
57
$3.42M 0.59%
16,336
+1,043
58
$3.36M 0.58%
89,517
+1,166
59
$3.3M 0.57%
27,328
+2,928
60
$3.25M 0.56%
4,691
+404
61
$3.18M 0.55%
70,087
-15,714
62
$3.17M 0.55%
99,390
+2,594
63
$2.95M 0.51%
42,775
+2,608
64
$2.94M 0.51%
40,557
+2,899
65
$2.9M 0.5%
100,855
+4,533
66
$2.89M 0.5%
29,669
+2,737
67
$2.89M 0.5%
32,534
+1,555
68
$2.67M 0.46%
45,342
-3,377
69
$2.6M 0.45%
34,300
+3,558
70
$2.59M 0.45%
13,286
+699
71
$2.58M 0.45%
13,477
+378
72
$2.52M 0.44%
44,511
+2,067
73
$2.34M 0.4%
12,872
+792
74
$2.1M 0.36%
15,867
+1,436
75
$2.01M 0.35%
15,984
+1,065
1 2
3
4 5