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
$489M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.68M
3
+$1.3M
4
CTSH icon
Cognizant
CTSH
+$899K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$684K

Top Sells

1
+$2.43M
2
+$603K
3
+$542K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$512K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$501K

Sector Composition

1 Technology 10.27%
2 Financials 7.79%
3 Consumer Discretionary 7.51%
4 Healthcare 7.3%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.31%
28,862
+191
77
$1.49M 0.3%
5,721
-25
78
$1.38M 0.28%
17,963
-6,647
79
$1.37M 0.28%
19,896
+651
80
$1.31M 0.27%
25,732
-1,551
81
$1.31M 0.27%
7,311
-18
82
$1.3M 0.27%
+15,750
83
$1.27M 0.26%
17,634
-115
84
$1.27M 0.26%
16,415
-1,187
85
$1.25M 0.26%
8,494
+644
86
$1.18M 0.24%
8,111
+393
87
$1.17M 0.24%
23,464
+272
88
$1.08M 0.22%
1,848
-315
89
$1.05M 0.21%
10,206
+994
90
$1.04M 0.21%
50,184
-5,204
91
$937K 0.19%
3,092
92
$899K 0.18%
+11,906
93
$882K 0.18%
6,260
-160
94
$875K 0.18%
25,368
+2,371
95
$836K 0.17%
22,229
-25
96
$828K 0.17%
3,721
+288
97
$772K 0.16%
31,335
+2,800
98
$772K 0.16%
3,911
+294
99
$759K 0.16%
4,825
-41
100
$743K 0.15%
10,000
2 3
4
5 6