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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$633K 0.14%
6,156
-39
102
$629K 0.14%
3,617
+252
103
$628K 0.14%
4,952
104
$603K 0.14%
5,372
+468
105
$589K 0.13%
1,420
106
$578K 0.13%
7,639
-11
107
$564K 0.13%
26,235
+156
108
$542K 0.12%
5,203
-144
109
$532K 0.12%
24,068
-1,126
110
$526K 0.12%
4,473
-188
111
$517K 0.12%
5,100
112
$504K 0.11%
4,660
+444
113
$504K 0.11%
27,732
-1,912
114
$486K 0.11%
869
+84
115
$473K 0.11%
1,796
-9
116
$460K 0.1%
3,029
-711
117
$437K 0.1%
6,529
-3,115
118
$425K 0.1%
3,551
+239
119
$423K 0.1%
4,116
+434
120
$422K 0.1%
3,884
+372
121
$421K 0.1%
4,201
122
$412K 0.09%
17,208
-2,446
123
$398K 0.09%
10,152
-1,590
124
$389K 0.09%
688
+60
125
$377K 0.09%
22,206
3 4
5
6 7