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
$397M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.58M
3
+$2.49M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.92M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.74M

Top Sells

1
+$1.39M
2
+$1.26M
3
+$1.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.12M
5
TREX icon
Trex
TREX
+$926K

Sector Composition

1 Financials 8.57%
2 Technology 7.84%
3 Industrials 7.51%
4 Healthcare 6.66%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.51%
12,602
+109
77
$1.99M 0.5%
54,499
+10,980
78
$1.92M 0.48%
36,897
-1,600
79
$1.91M 0.48%
64,628
-3,500
80
$1.9M 0.48%
51,552
-2,339
81
$1.89M 0.47%
10,566
+91
82
$1.87M 0.47%
8,536
-352
83
$1.78M 0.45%
63,415
-2,675
84
$1.77M 0.44%
30,956
+256
85
$1.74M 0.44%
28,830
+379
86
$1.71M 0.43%
17,258
+70
87
$1.66M 0.42%
17,276
+3,191
88
$1.65M 0.42%
7,291
+49
89
$1.63M 0.41%
10,230
+75
90
$1.61M 0.4%
15,800
+355
91
$1.59M 0.4%
35,003
-24
92
$1.57M 0.39%
70,388
-7,640
93
$1.55M 0.39%
14,175
-6,925
94
$1.5M 0.38%
21,630
-5
95
$1.49M 0.37%
10,170
96
$1.45M 0.37%
26,350
+3,742
97
$1.44M 0.36%
65,042
+532
98
$1.43M 0.36%
24,466
+476
99
$1.41M 0.35%
30,990
+380
100
$1.34M 0.34%
15,360
-100
2 3
4
5 6