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
$447M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.94M
3
+$5.29M
4
ICE icon
Intercontinental Exchange
ICE
+$3.25M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M

Top Sells

1
+$9.12M
2
+$8.92M
3
+$7.96M
4
MCO icon
Moody's
MCO
+$3.28M
5
TFC icon
Truist Financial
TFC
+$2.99M

Sector Composition

1 Technology 9.09%
2 Healthcare 8.27%
3 Financials 6.98%
4 Consumer Discretionary 6.83%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.08%
12,524
-1,107
127
$361K 0.08%
1,746
+156
128
$355K 0.08%
3,682
+1,007
129
$345K 0.08%
3,421
-2,879
130
$343K 0.08%
3,312
+111
131
$338K 0.08%
+628
132
$321K 0.07%
2,443
+264
133
$319K 0.07%
+8,305
134
$318K 0.07%
21,000
135
$317K 0.07%
2,780
+292
136
$316K 0.07%
+710
137
$312K 0.07%
914
-210
138
$308K 0.07%
3,885
+420
139
$294K 0.07%
6,500
-640
140
$289K 0.06%
2,811
-85
141
$289K 0.06%
3,780
+408
142
$284K 0.06%
+930
143
$275K 0.06%
+8,510
144
$270K 0.06%
+6,750
145
$269K 0.06%
2,350
+263
146
$267K 0.06%
+2,080
147
$266K 0.06%
+9,780
148
$265K 0.06%
2,298
-242
149
$254K 0.06%
+2,580
150
$251K 0.06%
+735
4 5
6
7 8