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
$579M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.75M
3
+$1.06M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Top Sells

1
+$1.44M
2
+$1.05M
3
+$857K
4
RELX icon
RELX
RELX
+$714K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$673K

Sector Composition

1 Technology 12.13%
2 Consumer Discretionary 9.18%
3 Financials 7.95%
4 Healthcare 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$922K 0.16%
6,983
+465
102
$910K 0.16%
39,107
+5,166
103
$897K 0.16%
4,711
-552
104
$895K 0.15%
40,617
+26,617
105
$877K 0.15%
5,385
+481
106
$866K 0.15%
38,146
+4,404
107
$854K 0.15%
5,215
+818
108
$849K 0.15%
2,508
+165
109
$836K 0.14%
1,314
+115
110
$799K 0.14%
3,482
+281
111
$779K 0.13%
+10,288
112
$749K 0.13%
2,081
+223
113
$748K 0.13%
2,063
+135
114
$742K 0.13%
1,768
+242
115
$737K 0.13%
5,156
+343
116
$736K 0.13%
+1,738
117
$727K 0.13%
12,700
+2,975
118
$724K 0.13%
9,412
+630
119
$714K 0.12%
+7,745
120
$714K 0.12%
9,185
+775
121
$712K 0.12%
49,157
+18,415
122
$679K 0.12%
26,060
-1,123
123
$673K 0.12%
+1,855
124
$661K 0.11%
23,718
-5,130
125
$647K 0.11%
7,268
-270
3 4
5
6 7