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
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.75M
3
+$3.27M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.62M

Top Sells

1
+$6.92M
2
+$3.95M
3
+$3.36M
4
HDB icon
HDFC Bank
HDB
+$3.17M
5
TSCO icon
Tractor Supply
TSCO
+$3.1M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.61%
12,748
-34
52
$3.5M 0.61%
69,373
-714
53
$3.44M 0.6%
30,832
+1,163
54
$3.43M 0.6%
28,125
+797
55
$3.42M 0.6%
6,117
-263
56
$3.28M 0.57%
94,161
-910
57
$3.27M 0.57%
+3,511
58
$3.24M 0.57%
4,889
+198
59
$3.23M 0.56%
+33,458
60
$3.19M 0.56%
15,795
-541
61
$2.86M 0.5%
40,700
+143
62
$2.83M 0.49%
16,359
+1,367
63
$2.66M 0.46%
113,653
-20,433
64
$2.62M 0.46%
+46,075
65
$2.59M 0.45%
43,511
-1,000
66
$2.54M 0.44%
40,827
-4,515
67
$2.49M 0.43%
42,837
+62
68
$2.36M 0.41%
13,392
+106
69
$2.28M 0.4%
13,335
+463
70
$2.25M 0.39%
13,720
+243
71
$2.08M 0.36%
16,229
+362
72
$1.99M 0.35%
41,185
+1,433
73
$1.87M 0.33%
5,322
-94
74
$1.84M 0.32%
33,373
-56,319
75
$1.71M 0.3%
23,316
+628
1 2
3
4 5