CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.21M
3
+$2.31M
4
AVGO icon
Broadcom
AVGO
+$2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.77M

Top Sells

1
+$6.68M
2
+$3.19M
3
+$3.04M
4
TS icon
Tenaris
TS
+$2.95M
5
TREX icon
Trex
TREX
+$2.49M

Sector Composition

1 Technology 12.93%
2 Consumer Discretionary 7.81%
3 Financials 7.81%
4 Healthcare 5.71%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.61%
32,599
-859
52
$3.52M 0.61%
7,861
-1,074
53
$3.5M 0.61%
64,319
-5,054
54
$3.49M 0.61%
50,605
-4,702
55
$3.48M 0.6%
17,625
+1,266
56
$3.44M 0.6%
28,439
-2,393
57
$3.32M 0.58%
26,901
-1,224
58
$3.29M 0.57%
36,553
-14,764
59
$3.01M 0.52%
37,978
-2,722
60
$2.81M 0.49%
40,652
-175
61
$2.78M 0.48%
8,902
-387
62
$2.73M 0.48%
13,355
+20
63
$2.52M 0.44%
42,401
-3,674
64
$2.49M 0.43%
26,501
+19,276
65
$2.49M 0.43%
27,596
+16,421
66
$2.47M 0.43%
35,934
-2,742
67
$2.37M 0.41%
+24,227
68
$2.15M 0.37%
+4,012
69
$2.09M 0.36%
12,161
-1,231
70
$2.07M 0.36%
41,120
-65
71
$1.84M 0.32%
5,180
-142
72
$1.83M 0.32%
14,485
-1,744
73
$1.77M 0.31%
12,029
-324
74
$1.75M 0.3%
8,510
+340
75
$1.71M 0.3%
32,316
-1,057
1 2
3
4 5