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
$460M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.74M
3
+$2.11M
4
TOL icon
Toll Brothers
TOL
+$2.08M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.78M

Top Sells

1
+$1.14M
2
+$1.1M
3
+$952K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$879K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$776K

Sector Composition

1 Financials 8.93%
2 Healthcare 7.95%
3 Technology 7.53%
4 Industrials 6.76%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.04%
7,859
-150
152
– –
-1,200
153
– –
-3,897
154
– –
-4,054
3 4 5 6
7