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
$575M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.21M
3
+$2.31M
4
AVGO icon
Broadcom
AVGO
+$2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.77M

Top Sells

1
+$6.68M
2
+$3.19M
3
+$3.04M
4
TS icon
Tenaris
TS
+$2.95M
5
TREX icon
Trex
TREX
+$2.49M

Sector Composition

1 Technology 12.93%
2 Consumer Discretionary 7.81%
3 Financials 7.81%
4 Healthcare 5.71%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$570K 0.1%
6,348
127
$561K 0.1%
1,920
128
$538K 0.09%
+3,500
129
$536K 0.09%
+647
130
$535K 0.09%
2,217
+80
131
$522K 0.09%
4,599
132
$489K 0.09%
+7,050
133
$488K 0.08%
4,858
-594
134
$484K 0.08%
5,439
135
$468K 0.08%
2,561
-235
136
$442K 0.08%
7,937
-6,334
137
$435K 0.08%
1,025
138
$418K 0.07%
3,507
-670
139
$399K 0.07%
+2,423
140
$397K 0.07%
599
141
$359K 0.06%
+2,000
142
$315K 0.05%
13,218
143
$310K 0.05%
12,729
-270
144
$294K 0.05%
1,349
145
$287K 0.05%
5,665
-1,110
146
$264K 0.05%
6,059
147
$258K 0.04%
3,643
148
$249K 0.04%
+1,830
149
$245K 0.04%
8,108
-222,633
150
$240K 0.04%
755
-51
3 4 5
6
7