CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.21M
3
+$2.31M
4
AVGO icon
Broadcom
AVGO
+$2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.77M

Top Sells

1
+$6.68M
2
+$3.19M
3
+$3.04M
4
TS icon
Tenaris
TS
+$2.95M
5
TREX icon
Trex
TREX
+$2.49M

Sector Composition

1 Technology 12.93%
2 Consumer Discretionary 7.81%
3 Financials 7.81%
4 Healthcare 5.71%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.3%
23,152
-164
77
$1.69M 0.29%
66,967
-46,686
78
$1.64M 0.28%
14,358
-15
79
$1.64M 0.28%
19,631
+372
80
$1.6M 0.28%
30,264
-294
81
$1.49M 0.26%
3,878
82
$1.29M 0.22%
20,958
83
$1.24M 0.22%
22,078
84
$1.23M 0.21%
24,999
-1,650
85
$1.09M 0.19%
29,130
-85,932
86
$1.08M 0.19%
1,436
-1
87
$1.07M 0.19%
50,690
88
$1.06M 0.18%
20,189
89
$1.06M 0.18%
27,917
-66,244
90
$1.03M 0.18%
5,454
+50
91
$1.01M 0.18%
9,550
-109
92
$982K 0.17%
5,537
+826
93
$962K 0.17%
1,377
+18
94
$959K 0.17%
1,885
+84
95
$930K 0.16%
10,219
+219
96
$915K 0.16%
8,584
97
$910K 0.16%
11,568
-520
98
$894K 0.16%
20,989
-1,633
99
$893K 0.16%
2,257
+10
100
$888K 0.15%
8,556
+532
2 3
4
5 6