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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.33%
12,004
+1,069
77
$1.42M 0.32%
28,671
+522
78
$1.32M 0.3%
17,602
-102
79
$1.32M 0.3%
5,746
+125
80
$1.31M 0.3%
27,283
+620
81
$1.22M 0.28%
19,245
+1,033
82
$1.22M 0.28%
17,749
-90
83
$1.18M 0.27%
7,329
-354
84
$1.16M 0.26%
2,163
-125
85
$1.16M 0.26%
23,192
+3,192
86
$1.15M 0.26%
7,718
+539
87
$983K 0.22%
55,388
-11,057
88
$920K 0.21%
7,850
+674
89
$846K 0.19%
6,420
+131
90
$822K 0.19%
3,092
-458
91
$810K 0.18%
19,945
-4,320
92
$797K 0.18%
10,000
93
$758K 0.17%
4,866
94
$738K 0.17%
22,254
-713
95
$732K 0.17%
2,833
-125
96
$730K 0.17%
22,997
+1,968
97
$714K 0.16%
1,467
+125
98
$714K 0.16%
3,433
+276
99
$681K 0.15%
9,212
+819
100
$636K 0.14%
28,535
+2,130
2 3
4
5 6