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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.5%
8,888
+1,513
77
$1.75M 0.49%
28,451
-400
78
$1.71M 0.48%
21,100
-891
79
$1.69M 0.47%
7,242
-85
80
$1.65M 0.46%
19,112
+7,739
81
$1.64M 0.46%
68,128
+12,187
82
$1.63M 0.46%
17,188
-266
83
$1.63M 0.46%
30,700
-16
84
$1.57M 0.44%
26,125
+1,485
85
$1.56M 0.44%
12,493
-16
86
$1.53M 0.43%
43,519
+31,300
87
$1.49M 0.42%
5,074
-95
88
$1.41M 0.4%
56,360
-1,282
89
$1.4M 0.39%
10,155
-13
90
$1.4M 0.39%
23,990
+4,926
91
$1.39M 0.39%
35,027
-1,196
92
$1.37M 0.39%
38,497
+7,090
93
$1.36M 0.38%
10,170
94
$1.33M 0.37%
78,028
+72
95
$1.32M 0.37%
8,463
-238
96
$1.32M 0.37%
21,635
-595
97
$1.31M 0.37%
14,085
+304
98
$1.3M 0.37%
15,445
-216
99
$1.27M 0.36%
22,123
+1,239
100
$1.26M 0.35%
58,335
+11,541
2 3
4
5 6