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

Top Buys

1 +$4.29M
2 +$3.69M
3 +$2.04M
4
TOL icon
Toll Brothers
TOL
+$1.95M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.73M

Top Sells

1 +$1.12M
2 +$1.1M
3 +$912K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$762K

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
-4,054
153
-3,897
154
-1,200