CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.7M
3
+$3.34M
4
NFLX icon
Netflix
NFLX
+$3.34M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.8M

Top Sells

1
+$6.88M
2
+$3.95M
3
+$3.59M
4
CMCSA icon
Comcast
CMCSA
+$3.36M
5
HDB icon
HDFC Bank
HDB
+$3.17M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$555K 0.1%
22,169
-1,549
127
$549K 0.1%
5,452
+1,677
128
$546K 0.1%
1,894
129
$542K 0.09%
4,177
130
$537K 0.09%
14,175
+540
131
$534K 0.09%
8,135
+315
132
$532K 0.09%
5,363
+207
133
$492K 0.09%
5,439
-1,829
134
$478K 0.08%
2,796
+920
135
$461K 0.08%
15,396
+594
136
$436K 0.08%
2,137
-28
137
$433K 0.08%
4,599
+171
138
$412K 0.07%
773
-105
139
$380K 0.07%
17,706
+684
140
$370K 0.06%
1,025
141
$343K 0.06%
+6,775
142
$325K 0.06%
599
143
$316K 0.06%
12,999
144
$285K 0.05%
13,218
145
$280K 0.05%
1,349
146
$261K 0.05%
3,643
147
$255K 0.04%
2,145
+62
148
$255K 0.04%
12,689
+33
149
$238K 0.04%
+4,696
150
$229K 0.04%
6,059
-150
3 4 5
6
7