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
$371M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.17M
3 +$413K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$348K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$291K

Top Sells

1 +$3.7M
2 +$2.5M
3 +$1.99M
4
FMS icon
Fresenius Medical Care
FMS
+$1.75M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M

Sector Composition

1 Healthcare 8.65%
2 Financials 8.44%
3 Technology 7.22%
4 Consumer Discretionary 6.38%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$318K 0.09%
16,718
+157
127
$310K 0.08%
6,485
128
$308K 0.08%
25,370
-2,300
129
$307K 0.08%
7,600
-5,435
130
$278K 0.07%
19,752
131
$275K 0.07%
1,460
-175
132
$269K 0.07%
13,332
133
$266K 0.07%
11,738
134
$263K 0.07%
11,428
-490
135
$260K 0.07%
1,128
-119
136
$254K 0.07%
3,130
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137
$252K 0.07%
2,954
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138
$228K 0.06%
5,650
139
$227K 0.06%
4,047
140
$227K 0.06%
2,344
-2,635
141
$212K 0.06%
2,700
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142
$204K 0.06%
3,150
-30,698
143
$195K 0.05%
21,665
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144
-4,951
145
-9,795
146
-13,818
147
-1,188
148
-15,508
149
-12,069
150
-70,017