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
$491M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.7M
3
+$2.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.08M
5
FMS icon
Fresenius Medical Care
FMS
+$1.98M

Top Sells

1
+$2.44M
2
+$1.84M
3
+$1.58M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.48M
5
BND icon
Vanguard Total Bond Market
BND
+$1.38M

Sector Composition

1 Financials 8.89%
2 Healthcare 8.66%
3 Technology 7.48%
4 Industrials 7%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.04%
+3,933
152
$200K 0.04%
3,952
-4,063
153
– –
-47,155
154
– –
-11,011
155
– –
-4,929
156
– –
-4,955
157
– –
-6,362
3 4 5 6
7