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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$375K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 8.38%
3 Financials 7.81%
4 Healthcare 7.06%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$815K 0.15%
7,949
+2,771
102
$771K 0.14%
1,053
+295
103
$748K 0.14%
2,157
+550
104
$745K 0.14%
1,420
105
$740K 0.14%
2,964
+971
106
$720K 0.13%
1,811
+525
107
$716K 0.13%
5,685
+585
108
$697K 0.13%
6,636
+1,972
109
$695K 0.13%
5,457
+966
110
$679K 0.13%
29,520
+516
111
$679K 0.13%
+2,200
112
$671K 0.13%
26,484
+312
113
$653K 0.12%
17,172
+5,104
114
$652K 0.12%
7,544
115
$652K 0.12%
4,952
116
$644K 0.12%
7,503
-8,247
117
$612K 0.11%
1,709
+571
118
$604K 0.11%
8,236
-3,670
119
$600K 0.11%
1,080
+375
120
$600K 0.11%
31,822
+9,454
121
$584K 0.11%
1,175
+348
122
$580K 0.11%
2,937
+696
123
$578K 0.11%
24,952
-2,368
124
$569K 0.11%
4,290
+630
125
$562K 0.11%
4,124
+1,218
3 4
5
6 7