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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$748K 0.18%
3,062
102
$679K 0.16%
48,549
+25,579
103
$679K 0.16%
+10,000
104
$663K 0.16%
6,642
-104
105
$656K 0.15%
19,061
+701
106
$656K 0.15%
6,309
+509
107
$639K 0.15%
7,700
-376
108
$634K 0.15%
8,154
-11,301
109
$608K 0.14%
23,855
+970
110
$596K 0.14%
1,227
+40
111
$586K 0.14%
6,300
-4,870
112
$582K 0.14%
5,304
+24
113
$578K 0.14%
2,891
+92
114
$576K 0.14%
4,456
+156
115
$566K 0.13%
4,952
116
$563K 0.13%
25,743
+1,473
117
$547K 0.13%
1,420
118
$542K 0.13%
23,114
+12,006
119
$533K 0.13%
3,266
+316
120
$518K 0.12%
3,113
+89
121
$516K 0.12%
5,201
-1,555
122
$516K 0.12%
5,100
+44
123
$485K 0.11%
29,740
+732
124
$477K 0.11%
19,564
-9,680
125
$454K 0.11%
2,982
3 4
5
6 7