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
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.75M
3
+$3.27M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.62M

Top Sells

1
+$6.92M
2
+$3.95M
3
+$3.36M
4
HDB icon
HDFC Bank
HDB
+$3.17M
5
TSCO icon
Tractor Supply
TSCO
+$3.1M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$877K 0.15%
8,024
+279
102
$845K 0.15%
1,801
+63
103
$841K 0.15%
1,831
+63
104
$841K 0.15%
1,018
-406
105
$836K 0.15%
2,247
+166
106
$826K 0.14%
1,359
+45
107
$814K 0.14%
7,091
+108
108
$813K 0.14%
40,574
+1,467
109
$812K 0.14%
22,622
-192,808
110
$803K 0.14%
14,271
+1,571
111
$800K 0.14%
37,209
-6,566
112
$792K 0.14%
2,181
+118
113
$790K 0.14%
51,128
+1,971
114
$758K 0.13%
3,698
+216
115
$755K 0.13%
9,869
+457
116
$754K 0.13%
8,584
+306
117
$736K 0.13%
4,711
118
$727K 0.13%
9,518
+333
119
$677K 0.12%
7,225
+4,595
120
$670K 0.12%
3,081
-192
121
$667K 0.12%
6,348
+243
122
$666K 0.12%
25,066
-994
123
$633K 0.11%
1,918
+63
124
$627K 0.11%
4,891
+189
125
$600K 0.1%
1,920
3 4
5
6 7