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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.39%
21,049
+5,618
77
$1.63M 0.38%
75,035
+9,558
78
$1.61M 0.38%
11,339
+435
79
$1.58M 0.37%
12,192
+3,468
80
$1.48M 0.35%
24,644
-9,337
81
$1.46M 0.34%
74,756
-20,200
82
$1.41M 0.33%
28,087
+526
83
$1.39M 0.33%
18,210
-20,788
84
$1.37M 0.32%
18,374
-1,045
85
$1.34M 0.31%
26,393
+600
86
$1.29M 0.3%
5,716
-18
87
$1.23M 0.29%
6,792
+144
88
$1.18M 0.28%
25,165
-5
89
$1.18M 0.28%
7,873
-98
90
$1.13M 0.27%
8,778
+3,456
91
$1.09M 0.26%
+21,740
92
$1.08M 0.25%
17,017
+763
93
$1.05M 0.25%
32,744
-1,513
94
$1M 0.24%
2,916
+795
95
$989K 0.23%
8,936
-4,444
96
$958K 0.23%
4,940
-325
97
$918K 0.22%
8,807
-434
98
$853K 0.2%
11,267
-429
99
$849K 0.2%
30,580
-340
100
$789K 0.19%
3,186
-70
2 3
4
5 6