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
$571M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.24M
3
+$1.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$634K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$617K

Top Sells

1
+$5.08M
2
+$3.38M
3
+$3.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$288K
5
MRK icon
Merck
MRK
+$244K

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 8.32%
3 Financials 7.77%
4 Healthcare 6.64%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$894K 0.16%
7,997
+304
102
$890K 0.16%
3,201
+112
103
$880K 0.15%
5,263
-40
104
$874K 0.15%
7,078
+272
105
$813K 0.14%
8,410
+296
106
$802K 0.14%
33,742
+3,304
107
$770K 0.13%
18,316
+704
108
$758K 0.13%
1,199
+42
109
$755K 0.13%
1,928
+72
110
$751K 0.13%
28,848
+4,480
111
$734K 0.13%
7,538
112
$733K 0.13%
2,343
+88
113
$728K 0.13%
27,183
+393
114
$719K 0.13%
3,093
+96
115
$704K 0.12%
1,200
116
$678K 0.12%
8,782
+336
117
$671K 0.12%
1,858
+69
118
$657K 0.12%
33,941
+1,304
119
$656K 0.11%
1,526
+321
120
$637K 0.11%
12,758
+645
121
$624K 0.11%
4,397
+168
122
$600K 0.11%
5,700
+108
123
$591K 0.1%
4,823
124
$565K 0.1%
9,725
125
$554K 0.1%
4,813
+184
3 4
5
6 7