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
$490M
AUM Growth
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$2.2M
3
+$1.05M
4
GIIX
Gores Holdings VIII, Inc. Class A Common Stock
GIIX
+$1.02M
5
CLS icon
Celestica
CLS
+$858K

Top Sells

1
+$2.28M
2
+$1.99M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03M

Sector Composition

1 Healthcare 8.98%
2 Financials 8.88%
3 Technology 7.88%
4 Industrials 6.36%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.11%
+4,360
127
$537K 0.11%
5,013
-458
128
$537K 0.11%
+1,234
129
$528K 0.11%
24,242
+3,611
130
$516K 0.11%
+15,867
131
$477K 0.1%
19,160
-6,594
132
$464K 0.09%
9,795
-364
133
$461K 0.09%
5,528
-1,602
134
$459K 0.09%
16,868
135
$459K 0.09%
+22,920
136
$420K 0.09%
8,379
-9,762
137
$417K 0.09%
4,925
138
$402K 0.08%
6,921
-45
139
$381K 0.08%
7,269
-4,862
140
$377K 0.08%
+12,696
141
$371K 0.08%
+2,279
142
$367K 0.07%
+6,058
143
$355K 0.07%
19,352
+1,350
144
$328K 0.07%
+3,968
145
$324K 0.07%
1,311
146
$320K 0.07%
+2,313
147
$300K 0.06%
5,650
+75
148
$278K 0.06%
+23,557
149
$277K 0.06%
+1,265
150
$276K 0.06%
+1,890
3 4 5
6
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