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
$317M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.35M
3
+$5.27M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.26M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.26M

Top Sells

1
+$1.52M
2
+$1.42M
3
+$1.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$352K
5
HTO
H2O America
HTO
+$219K

Sector Composition

1 Technology 8.63%
2 Financials 8.63%
3 Industrials 7.16%
4 Healthcare 6.69%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.47%
8,561
-80
77
$1.48M 0.47%
30,716
-447
78
$1.43M 0.45%
36,223
+498
79
$1.43M 0.45%
+7,375
80
$1.4M 0.44%
17,454
+770
81
$1.37M 0.43%
10,168
+179
82
$1.36M 0.43%
20,884
-310
83
$1.33M 0.42%
10,170
+121
84
$1.32M 0.42%
+11,911
85
$1.31M 0.41%
57,642
+1,124
86
$1.3M 0.41%
7,327
+140
87
$1.29M 0.41%
+55,941
88
$1.29M 0.41%
+32,340
89
$1.27M 0.4%
77,956
-1,432
90
$1.25M 0.39%
21,991
-44
91
$1.22M 0.38%
8,701
-41
92
$1.21M 0.38%
+31,407
93
$1.16M 0.37%
35,424
-156
94
$1.14M 0.36%
64,937
+1,920
95
$1.14M 0.36%
22,230
+485
96
$1.13M 0.36%
13,781
+1,850
97
$1.11M 0.35%
5,169
98
$1.1M 0.35%
+19,064
99
$1.08M 0.34%
+85,096
100
$1.07M 0.34%
+46,794
2 3
4
5 6