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
$460M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.69M
3
+$2.04M
4
TOL icon
Toll Brothers
TOL
+$1.95M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.73M

Top Sells

1
+$1.12M
2
+$1.1M
3
+$912K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$762K

Sector Composition

1 Financials 8.93%
2 Healthcare 7.95%
3 Technology 7.53%
4 Industrials 6.76%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.49%
12,080
+844
77
$2.22M 0.48%
32,303
-533
78
$2.21M 0.48%
67,099
-4,085
79
$2.2M 0.48%
70,669
+1,500
80
$2.19M 0.47%
18,201
+298
81
$2.15M 0.47%
85,752
+7,608
82
$2.08M 0.45%
8,669
-52
83
$2.06M 0.45%
56,510
+1,752
84
$2.05M 0.45%
35,273
+1,827
85
$2.04M 0.44%
+84,732
86
$2.04M 0.44%
79,542
-5,252
87
$1.99M 0.43%
28,496
+1,026
88
$1.97M 0.43%
51,641
+16,878
89
$1.96M 0.43%
67,843
+787
90
$1.95M 0.42%
+35,174
91
$1.91M 0.42%
35,297
+2,064
92
$1.91M 0.41%
47,570
-15,420
93
$1.88M 0.41%
39,142
+1,290
94
$1.82M 0.4%
8,180
-84
95
$1.74M 0.38%
31,774
-2,318
96
$1.72M 0.37%
18,970
+886
97
$1.69M 0.37%
12,700
-2,160
98
$1.65M 0.36%
186,053
99
$1.64M 0.36%
14,695
+686
100
$1.6M 0.35%
55,465
+2,096
2 3
4
5 6