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
$412M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$4.43M
3
+$1.54M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.02M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$791K

Top Sells

1
+$9.16M
2
+$4.42M
3
+$2.31M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.99M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M

Sector Composition

1 Financials 9%
2 Industrials 7.32%
3 Healthcare 7.26%
4 Technology 7.13%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.35%
9,003
-1,167
102
$1.43M 0.35%
25,014
+548
103
$1.31M 0.32%
52,055
+438
104
$1.28M 0.31%
23,847
+1,513
105
$1.25M 0.3%
4,406
+27
106
$1.25M 0.3%
5,500
+191
107
$1.23M 0.3%
10,025
+99
108
$1.22M 0.3%
36,142
+890
109
$1.21M 0.29%
7,741
+6
110
$1.16M 0.28%
22,684
-189
111
$1.11M 0.27%
68,472
+256
112
$1.06M 0.26%
7,582
+579
113
$1.01M 0.25%
10,255
-142
114
$989K 0.24%
4,070
-30
115
$938K 0.23%
35,810
116
$903K 0.22%
41,511
+357
117
$816K 0.2%
8,886
+242
118
$784K 0.19%
11,711
-436
119
$655K 0.16%
4,320
+282
120
$616K 0.15%
12,127
-525
121
$599K 0.15%
5,001
122
$580K 0.14%
+3,103
123
$527K 0.13%
1,470
124
$516K 0.13%
4,785
-40,988
125
$504K 0.12%
10,160
2 3 4
5
6