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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$375K

Sector Composition

1 Technology 10.56%
2 Consumer Discretionary 8.38%
3 Financials 7.81%
4 Healthcare 7.06%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.1%
4,514
+1,336
127
$555K 0.1%
11,813
+1,803
128
$528K 0.1%
4,291
+1,276
129
$526K 0.1%
4,114
+1,218
130
$526K 0.1%
2,935
-94
131
$525K 0.1%
5,014
+149
132
$525K 0.1%
2,122
-563
133
$509K 0.1%
1,806
+10
134
$507K 0.09%
1,738
+600
135
$499K 0.09%
3,600
+1,052
136
$482K 0.09%
4,148
-462
137
$456K 0.09%
23,398
+550
138
$440K 0.08%
6,840
+2,030
139
$381K 0.07%
12,954
+3,828
140
$371K 0.07%
14,894
+4,408
141
$331K 0.06%
4,275
-609
142
$323K 0.06%
768
+18
143
$319K 0.06%
2,025
-37
144
$304K 0.06%
12,602
145
$298K 0.06%
2,962
-249
146
$287K 0.05%
1,812
-26,636
147
$283K 0.05%
2,147
-9
148
$282K 0.05%
6,757
-930
149
$279K 0.05%
21,000
150
$269K 0.05%
1,810
-3,015
3 4 5
6
7