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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$418K 0.1%
10,358
+162
127
$404K 0.09%
13,631
-22,283
128
$386K 0.09%
22,206
+3,386
129
$382K 0.09%
7,833
-2,366
130
$364K 0.09%
1,590
+52
131
$347K 0.08%
1,124
+250
132
$347K 0.08%
7,022
+290
133
$334K 0.08%
2,243
+762
134
$333K 0.08%
2,488
+96
135
$331K 0.08%
26,425
+848
136
$330K 0.08%
12,242
+344
137
$326K 0.08%
701
+28
138
$319K 0.07%
7,140
-345
139
$318K 0.07%
+3,201
140
$313K 0.07%
1,118
-10
141
$303K 0.07%
3,935
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142
$303K 0.07%
2,896
-907
143
$297K 0.07%
24,921
+836
144
$295K 0.07%
2,179
+88
145
$286K 0.07%
3,465
+140
146
$277K 0.07%
13,332
147
$275K 0.06%
4,753
-659
148
$270K 0.06%
2,540
+284
149
$265K 0.06%
+21,000
150
$262K 0.06%
4,216
-56
3 4 5
6
7