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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.08%
2,135
-426
127
$348K 0.08%
782
+72
128
$337K 0.08%
7,074
-464
129
$333K 0.08%
950
+36
130
$330K 0.07%
2,602
+252
131
$323K 0.07%
1,902
+156
132
$320K 0.07%
2,707
+264
133
$318K 0.07%
4,188
+408
134
$316K 0.07%
4,305
+420
135
$308K 0.07%
10,836
+1,056
136
$305K 0.07%
2,612
+252
137
$287K 0.07%
9,422
+912
138
$282K 0.06%
3,064
+284
139
$281K 0.06%
743
+72
140
$281K 0.06%
7,545
+795
141
$280K 0.06%
1,026
+96
142
$273K 0.06%
6,500
143
$272K 0.06%
2,686
-125
144
$263K 0.06%
8,202
+792
145
$261K 0.06%
21,000
146
$260K 0.06%
20,086
+1,956
147
$260K 0.06%
2,856
+276
148
$255K 0.06%
735
149
$247K 0.06%
635
+60
150
$234K 0.05%
2,694
-727
3 4 5
6
7