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
$579M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.75M
3
+$1.06M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$779K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$751K

Top Sells

1
+$1.44M
2
+$1.05M
3
+$857K
4
RELX icon
RELX
RELX
+$714K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$673K

Sector Composition

1 Technology 12.13%
2 Consumer Discretionary 9.18%
3 Financials 7.95%
4 Healthcare 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$605K 0.1%
6,105
+405
127
$600K 0.1%
3,273
+180
128
$576K 0.1%
4,702
+315
129
$557K 0.1%
1,920
+197
130
$553K 0.1%
7,820
+525
131
$519K 0.09%
13,635
+877
132
$516K 0.09%
14,802
+990
133
$507K 0.09%
4,177
-646
134
$459K 0.08%
+1,894
135
$421K 0.07%
4,428
+285
136
$412K 0.07%
1,025
137
$409K 0.07%
2,165
+258
138
$398K 0.07%
878
-287
139
$379K 0.07%
3,775
+481
140
$372K 0.06%
599
-601
141
$364K 0.06%
17,022
+1,140
142
$357K 0.06%
+884
143
$334K 0.06%
1,876
+188
144
$313K 0.05%
12,999
+475
145
$300K 0.05%
13,218
146
$252K 0.04%
1,349
147
$251K 0.04%
6,209
148
$249K 0.04%
1,125
149
$247K 0.04%
12,656
-1,951
150
$234K 0.04%
2,630
+221
3 4 5
6
7