CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
This Quarter Return
+6.18%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$491M
AUM Growth
+$491M
(+6.8%)
Cap. Flow
+$6.52M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
157
New
6
Increased
77
Reduced
55
Closed
5
Top Buys
Top Sells
| 1 |
PagSeguro Digital
PAGS
|
$2.44M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.84M |
| 3 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
$1.58M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.48M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.38M |
Sector Composition
| 1 | Financials | 8.89% |
| 2 | Healthcare | 8.66% |
| 3 | Technology | 7.48% |
| 4 | Industrials | 7% |
| 5 | Consumer Discretionary | 6.36% |
