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
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.75M
3
+$3.27M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.62M

Top Sells

1
+$6.92M
2
+$3.95M
3
+$3.36M
4
HDB icon
HDFC Bank
HDB
+$3.17M
5
TSCO icon
Tractor Supply
TSCO
+$3.1M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.28%
12,353
+1,157
77
$1.6M 0.28%
30,558
+193
78
$1.54M 0.27%
66,175
-34,680
79
$1.52M 0.26%
14,373
-1,611
80
$1.47M 0.26%
19,259
-475
81
$1.34M 0.23%
3,878
+220
82
$1.32M 0.23%
26,649
+162
83
$1.32M 0.23%
50,690
+1,800
84
$1.3M 0.23%
1,634
+63
85
$1.21M 0.21%
20,958
+109
86
$1.15M 0.2%
22,078
+1,062
87
$1.07M 0.19%
9,659
+461
88
$1.07M 0.19%
+11,175
89
$1.06M 0.18%
6,319
-207
90
$1.03M 0.18%
16,848
-48,628
91
$1.01M 0.18%
20,189
-941
92
$962K 0.17%
10,000
93
$958K 0.17%
12,133
-1,006
94
$946K 0.17%
12,088
-537
95
$935K 0.16%
5,404
+189
96
$918K 0.16%
+3,460
97
$912K 0.16%
5,538
+153
98
$909K 0.16%
2,607
+99
99
$901K 0.16%
1,437
+54
100
$882K 0.15%
38,097
-49
2 3
4
5 6