CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
This Quarter Return
+15.4%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$317M
AUM Growth
+$317M
(+67%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
32.57%
Top 10 Holdings %
Top 10 Hldgs %
28.81%
Holding
144
New
52
Increased
50
Reduced
27
Closed
4
Top Buys
Top Sells
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.52M |
| 2 |
Dollar Tree
DLTR
|
$1.42M |
| 3 |
Microsoft
MSFT
|
$1.29M |
| 4 |
Schwab US REIT ETF
SCHH
|
$352K |
| 5 |
HTO
H2O America Common Stock
HTO
|
$219K |
Sector Composition
| 1 | Technology | 8.63% |
| 2 | Financials | 8.63% |
| 3 | Industrials | 7.16% |
| 4 | Healthcare | 6.69% |
| 5 | Consumer Discretionary | 5.56% |
