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
$579M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.75M
3
+$1.06M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Top Sells

1
+$1.44M
2
+$1.05M
3
+$857K
4
RELX icon
RELX
RELX
+$714K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$673K

Sector Composition

1 Technology 12.13%
2 Consumer Discretionary 9.18%
3 Financials 7.95%
4 Healthcare 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.31%
39,752
+2,790
77
$1.71M 0.3%
5,416
-177
78
$1.67M 0.29%
1,571
+105
79
$1.63M 0.28%
22,688
-265
80
$1.57M 0.27%
30,365
-176
81
$1.51M 0.26%
6,526
+360
82
$1.51M 0.26%
19,734
-202
83
$1.5M 0.26%
6,670
-526
84
$1.48M 0.26%
11,196
+4,571
85
$1.33M 0.23%
1,456
+235
86
$1.33M 0.23%
48,890
+3,630
87
$1.33M 0.23%
26,487
-1,123
88
$1.2M 0.21%
20,849
-2,714
89
$1.1M 0.19%
1,424
90
$1.1M 0.19%
3,658
+477
91
$1.02M 0.18%
13,139
-1,697
92
$1.02M 0.18%
21,130
-59
93
$991K 0.17%
21,016
+2,700
94
$984K 0.17%
19,751
-1,138
95
$976K 0.17%
12,625
-665
96
$974K 0.17%
1,383
+90
97
$961K 0.17%
8,278
+1,200
98
$951K 0.16%
9,198
+1,201
99
$924K 0.16%
10,000
100
$922K 0.16%
43,775
-2,275
2 3
4
5 6