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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$375K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 8.38%
3 Financials 7.81%
4 Healthcare 7.06%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.3%
11,404
+2,910
77
$1.58M 0.3%
5,665
-56
78
$1.42M 0.27%
19,379
-517
79
$1.39M 0.26%
18,147
+513
80
$1.37M 0.26%
24,657
-4,205
81
$1.33M 0.25%
7,247
-64
82
$1.3M 0.24%
25,748
+16
83
$1.28M 0.24%
16,716
-1,247
84
$1.27M 0.24%
5,005
+1,284
85
$1.25M 0.23%
42,810
+11,475
86
$1.24M 0.23%
1,589
-259
87
$1.22M 0.23%
15,785
-630
88
$1.21M 0.23%
24,387
+923
89
$1.2M 0.22%
34,830
+9,462
90
$1.14M 0.21%
7,685
-426
91
$1.05M 0.2%
1,375
+408
92
$1.04M 0.19%
3,092
93
$1.02M 0.19%
6,115
+1,797
94
$995K 0.19%
49,032
-1,152
95
$924K 0.17%
10,000
96
$919K 0.17%
21,829
-400
97
$912K 0.17%
5,993
-267
98
$877K 0.16%
16,755
99
$876K 0.16%
1,215
+349
100
$864K 0.16%
5,106
+1,195
2 3
4
5 6