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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.35%
22,608
+9,849
102
$1.21M 0.34%
34,826
-598
103
$1.16M 0.33%
4,624
+101
104
$1.14M 0.32%
64,510
-427
105
$1.14M 0.32%
15,460
+2,000
106
$1.09M 0.31%
30,610
-270
107
$1.03M 0.29%
71,720
-13,376
108
$1.02M 0.29%
7,679
-90
109
$1M 0.28%
35,810
110
$980K 0.28%
26,366
+1,855
111
$960K 0.27%
139,196
112
$941K 0.26%
19,419
+901
113
$930K 0.26%
24,058
+4,858
114
$882K 0.25%
39,438
-222
115
$865K 0.24%
11,233
+3,184
116
$714K 0.2%
41,046
+864
117
$708K 0.2%
12,203
+875
118
$683K 0.19%
8,644
-1,027
119
$674K 0.19%
6,362
-110
120
$659K 0.19%
12,985
+2,450
121
$628K 0.18%
2,897
-525
122
$541K 0.15%
4,973
+2,315
123
$507K 0.14%
+10,160
124
$477K 0.13%
4,038
125
$458K 0.13%
1,470
2 3 4
5
6