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
$489M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.68M
3
+$1.3M
4
CTSH icon
Cognizant
CTSH
+$899K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$684K

Top Sells

1
+$2.43M
2
+$603K
3
+$542K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$512K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$501K

Sector Composition

1 Technology 10.27%
2 Financials 7.79%
3 Consumer Discretionary 7.51%
4 Healthcare 7.3%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$736K 0.15%
1,607
+140
102
$721K 0.15%
16,755
-3,190
103
$687K 0.14%
1,420
104
$683K 0.14%
967
+98
105
$676K 0.14%
29,004
+4,936
106
$667K 0.14%
7,544
-95
107
$655K 0.13%
2,685
-148
108
$623K 0.13%
4,318
+434
109
$612K 0.13%
26,172
-63
110
$581K 0.12%
5,100
111
$581K 0.12%
4,952
112
$567K 0.12%
27,320
-412
113
$534K 0.11%
4,494
+378
114
$533K 0.11%
1,796
115
$523K 0.11%
5,178
+518
116
$521K 0.11%
4,491
+940
117
$513K 0.1%
4,865
-1,291
118
$501K 0.1%
3,029
119
$500K 0.1%
758
+70
120
$497K 0.1%
866
+84
121
$484K 0.1%
+2,241
122
$461K 0.09%
+1,993
123
$461K 0.09%
4,610
+137
124
$455K 0.09%
1,286
+551
125
$426K 0.09%
10,010
+2,465
3 4
5
6 7