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
$443M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.59M
3
+$2.37M
4
VVV icon
Valvoline
VVV
+$2.25M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.66M

Top Sells

1
+$3.87M
2
+$2.79M
3
+$1.92M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M

Sector Composition

1 Financials 8.96%
2 Healthcare 7.54%
3 Technology 7.53%
4 Industrials 7.21%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.32%
53,369
+1,314
102
$1.42M 0.32%
25,404
+1,557
103
$1.4M 0.32%
24,540
-474
104
$1.38M 0.31%
7,896
+155
105
$1.29M 0.29%
5,709
+209
106
$1.27M 0.29%
4,269
-137
107
$1.24M 0.28%
67,696
-776
108
$1.13M 0.26%
8,280
+698
109
$1.11M 0.25%
8,249
-8,351
110
$1.1M 0.25%
4,055
-15
111
$1.08M 0.24%
18,100
-6,860
112
$1.04M 0.23%
21,799
-885
113
$1.03M 0.23%
10,031
-224
114
$1M 0.23%
8,346
-7,954
115
$966K 0.22%
11,212
-44,890
116
$939K 0.21%
41,184
-327
117
$906K 0.2%
8,902
+16
118
$893K 0.2%
33,582
-2,228
119
$862K 0.19%
12,198
+487
120
$685K 0.15%
4,320
121
$641K 0.14%
2,791
-312
122
$580K 0.13%
5,001
123
$566K 0.13%
1,420
-50
124
$548K 0.12%
10,774
-1,353
125
$504K 0.11%
10,160
3 4
5
6 7