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
$489M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.68M
3
+$1.3M
4
CTSH icon
Cognizant
CTSH
+$899K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$684K

Top Sells

1
+$2.43M
2
+$603K
3
+$542K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$512K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$501K

Sector Composition

1 Technology 10.27%
2 Financials 7.79%
3 Consumer Discretionary 7.51%
4 Healthcare 7.3%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.09%
22,848
+642
127
$411K 0.08%
4,664
+476
128
$409K 0.08%
+3,660
129
$402K 0.08%
12,068
+1,232
130
$386K 0.08%
3,178
+322
131
$384K 0.08%
2,906
+294
132
$378K 0.08%
4,884
-1,645
133
$366K 0.07%
3,015
+308
134
$350K 0.07%
2,896
+294
135
$341K 0.07%
827
+84
136
$341K 0.07%
1,138
+112
137
$333K 0.07%
22,368
+2,282
138
$325K 0.07%
705
+70
139
$320K 0.07%
3,211
-990
140
$317K 0.06%
10,486
+1,064
141
$316K 0.06%
2,548
+252
142
$316K 0.06%
7,687
-2,465
143
$308K 0.06%
2,062
-73
144
$306K 0.06%
2,778
+500
145
$305K 0.06%
12,602
-4,606
146
$295K 0.06%
1,138
+112
147
$289K 0.06%
9,126
+924
148
$284K 0.06%
2,711
+25
149
$279K 0.06%
5,523
-1,551
150
$267K 0.05%
750
-200
3 4 5
6
7