CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.21M
3
+$2.31M
4
AVGO icon
Broadcom
AVGO
+$2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.77M

Top Sells

1
+$6.68M
2
+$3.19M
3
+$3.04M
4
TS icon
Tenaris
TS
+$2.95M
5
TREX icon
Trex
TREX
+$2.49M

Sector Composition

1 Technology 12.93%
2 Consumer Discretionary 7.81%
3 Financials 7.81%
4 Healthcare 5.71%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$870K 0.15%
5,578
+40
102
$865K 0.15%
2,607
103
$862K 0.15%
10,848
-1,285
104
$826K 0.14%
1,833
+2
105
$824K 0.14%
4,173
+475
106
$804K 0.14%
53,223
+2,095
107
$779K 0.14%
40,574
108
$779K 0.14%
999
-19
109
$778K 0.14%
7,030
-61
110
$764K 0.13%
9,518
111
$764K 0.13%
9,790
-79
112
$758K 0.13%
35,803
-1,406
113
$728K 0.13%
2,141
-40
114
$725K 0.13%
1,868
-50
115
$722K 0.13%
5,373
+10
116
$694K 0.12%
29,875
-8,222
117
$686K 0.12%
3,106
+25
118
$680K 0.12%
24,570
-496
119
$674K 0.12%
+9,360
120
$641K 0.11%
21,929
-240
121
$628K 0.11%
2,061
+167
122
$618K 0.11%
8,135
123
$614K 0.11%
14,175
124
$608K 0.11%
3,764
-9,956
125
$585K 0.1%
4,891
3 4
5
6 7