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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$444K 0.12%
6,400
127
$384K 0.11%
13,690
128
$379K 0.11%
15,837
129
$364K 0.1%
10,603
130
$353K 0.1%
8,761
-3,154
131
$344K 0.1%
4,783
-78
132
$293K 0.08%
1,336
133
$281K 0.08%
17,910
134
$268K 0.08%
6,031
135
$234K 0.07%
6,525
136
$220K 0.06%
11,877
-2,430
137
$218K 0.06%
640
138
$217K 0.06%
+4,398
139
$213K 0.06%
+1,355
140
– –
-3,735
141
– –
-6,780
142
– –
-15,180
143
– –
-32,340
2 3 4 5
6