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
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.77M
3
+$2.33M
4
PRAY icon
FIS Christian Stock Fund
PRAY
+$1.72M
5
TS icon
Tenaris
TS
+$1.58M

Top Sells

1
+$4M
2
+$3.98M
3
+$3.3M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Financials 9.12%
2 Technology 7.69%
3 Healthcare 6.8%
4 Industrials 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.35%
13,380
-7,014
77
$1.3M 0.34%
27,561
+1,298
78
$1.28M 0.33%
25,793
+3,660
79
$1.26M 0.33%
+20,300
80
$1.24M 0.32%
13,555
+10,601
81
$1.23M 0.32%
15,431
+10,127
82
$1.19M 0.31%
5,734
-35
83
$1.18M 0.31%
6,648
+68
84
$1.18M 0.31%
43,166
+26,925
85
$1.17M 0.3%
34,257
-1,655
86
$1.13M 0.29%
25,170
-1,350
87
$1.1M 0.29%
8,724
+5,852
88
$1.06M 0.27%
35,914
-2,537
89
$1.03M 0.27%
7,971
-288
90
$971K 0.25%
16,254
+899
91
$964K 0.25%
16,417
-2,560
92
$948K 0.25%
9,241
-480
93
$915K 0.24%
5,265
-279
94
$907K 0.24%
11,696
-1,360
95
$832K 0.22%
11,170
-6,374
96
$828K 0.21%
3,256
-190
97
$776K 0.2%
2,121
-140
98
$705K 0.18%
29,244
+10,690
99
$699K 0.18%
+5,322
100
$666K 0.17%
6,756
-450
2 3
4
5 6