CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
1-Year Return
12.2%
This Quarter Return
-1.46%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$579M
AUM Growth
+$7.22M
(+1.3%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
32.58%
Holding
163
New
6
Increased
103
Reduced
37
Closed
7
Top Buys
| 1 |
Tractor Supply
TSCO
|
$3.89M |
| 2 |
FIS Christian Stock Fund
PRAY
|
$1.75M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.06M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$779K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$751K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.44M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.05M |
| 3 |
Factset
FDS
|
$857K |
| 4 |
RELX
RELX
|
$714K |
| 5 |
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% |
