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
$317M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.35M
3
+$5.27M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.26M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.26M

Top Sells

1
+$1.52M
2
+$1.42M
3
+$1.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$352K
5
HTO
H2O America
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.32%
15,661
+1,315
102
$1M 0.32%
+35,810
103
$985K 0.31%
+11,373
104
$976K 0.31%
7,769
+207
105
$951K 0.3%
139,196
106
$951K 0.3%
+13,460
107
$934K 0.29%
39,660
+1,411
108
$933K 0.29%
30,880
+560
109
$895K 0.28%
+24,511
110
$859K 0.27%
18,518
-760
111
$759K 0.24%
+9,671
112
$754K 0.24%
+19,200
113
$741K 0.23%
6,472
+682
114
$691K 0.22%
+12,759
115
$671K 0.21%
+40,182
116
$657K 0.21%
3,422
117
$634K 0.2%
+4,523
118
$622K 0.2%
11,328
+2,815
119
$599K 0.19%
+11,915
120
$553K 0.17%
+8,049
121
$533K 0.17%
+10,535
122
$474K 0.15%
10,603
123
$455K 0.14%
4,038
124
$434K 0.14%
4,861
+1,333
125
$425K 0.13%
+12,219
2 3 4
5
6