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
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.77M
3
+$2.33M
4
PRAY icon
FIS Christian Stock Fund
PRAY
+$1.72M
5
TS icon
Tenaris
TS
+$1.58M

Top Sells

1
+$4M
2
+$3.98M
3
+$3.3M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Financials 9.12%
2 Technology 7.69%
3 Healthcare 6.8%
4 Industrials 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.09%
9,204
+667
127
$344K 0.09%
4,150
-2,065
128
$342K 0.09%
7,485
-115
129
$339K 0.09%
6,470
-15
130
$324K 0.08%
+2,392
131
$305K 0.08%
+10,653
132
$303K 0.08%
18,820
-932
133
$300K 0.08%
+6,732
134
$297K 0.08%
1,128
135
$296K 0.08%
1,538
+78
136
$290K 0.08%
+2,091
137
$282K 0.07%
11,898
+470
138
$277K 0.07%
3,325
+175
139
$274K 0.07%
13,332
140
$272K 0.07%
4,272
+225
141
$270K 0.07%
+874
142
$267K 0.07%
3,195
+495
143
$261K 0.07%
+673
144
$257K 0.07%
2,344
145
$254K 0.07%
11,108
-630
146
$250K 0.06%
+2,256
147
$238K 0.06%
24,085
+2,420
148
$233K 0.06%
+1,800
149
$227K 0.06%
5,200
-450
150
$224K 0.06%
+1,481
3 4 5
6
7