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
$491M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.7M
3
+$2.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.08M
5
FMS icon
Fresenius Medical Care
FMS
+$1.98M

Top Sells

1
+$2.44M
2
+$1.84M
3
+$1.58M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
BND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$460K 0.09%
4,925
-275
127
$456K 0.09%
20,631
+2,473
128
$425K 0.09%
5,471
129
$378K 0.08%
6,966
130
$351K 0.07%
1,311
131
$350K 0.07%
18,002
+500
132
$313K 0.06%
5,575
133
$299K 0.06%
11,082
-1,214
134
$295K 0.06%
1,275
135
$294K 0.06%
10,000
-580
136
$279K 0.06%
1,256
+43
137
$260K 0.05%
13,818
138
$253K 0.05%
4,275
139
$249K 0.05%
571
140
$247K 0.05%
2,156
+141
141
$246K 0.05%
735
-35
142
$241K 0.05%
4,260
143
$226K 0.05%
7,859
144
$224K 0.05%
8,352
-2,091
145
$222K 0.05%
693
-70
146
$220K 0.04%
+3,000
147
$214K 0.04%
+826
148
$214K 0.04%
+717
149
$210K 0.04%
640
150
$206K 0.04%
+585
3 4 5
6
7