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
$571M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.24M
3
+$1.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$634K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$617K

Top Sells

1
+$5.08M
2
+$3.38M
3
+$3.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$288K
5
MRK icon
Merck
MRK
+$244K

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 8.32%
3 Financials 7.77%
4 Healthcare 6.64%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$539K 0.09%
4,387
+168
127
$536K 0.09%
1,165
-55
128
$525K 0.09%
1,723
-76
129
$504K 0.09%
1,907
+64
130
$453K 0.08%
7,295
+280
131
$449K 0.08%
15,882
+608
132
$448K 0.08%
4,577
+176
133
$439K 0.08%
13,812
+528
134
$415K 0.07%
+4,143
135
$388K 0.07%
+30,742
136
$385K 0.07%
1,025
-10
137
$332K 0.06%
3,294
+298
138
$311K 0.05%
14,607
-238,635
139
$307K 0.05%
12,524
140
$303K 0.05%
+1,688
141
$293K 0.05%
13,218
142
$275K 0.05%
3,823
-215
143
$257K 0.05%
3,834
+144
144
$256K 0.04%
6,209
145
$255K 0.04%
2,403
-2,121
146
$254K 0.04%
2,164
-243
147
$252K 0.04%
+14,000
148
$249K 0.04%
1,125
149
$236K 0.04%
5,049
-3
150
$222K 0.04%
21,006
3 4 5
6
7