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
$189M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$4.08M
3 +$1.12M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.07M
5
JPM icon
JPMorgan Chase
JPM
+$995K

Top Sells

1 +$7.98M
2 +$5.8M
3 +$4.29M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.67M

Sector Composition

1 Technology 10.05%
2 Financials 9.39%
3 Healthcare 8.64%
4 Industrials 8.28%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,826
102
-4,400