CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
This Quarter Return
-4.93%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$490M
AUM Growth
+$490M
(-0.22%)
Cap. Flow
+$33.5M
Cap. Flow
% of AUM
6.83%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
170
New
18
Increased
63
Reduced
70
Closed
6
Top Buys
| 1 |
FIS Christian Stock Fund
PRAY
|
$23.6M |
| 2 |
Schwab US REIT ETF
SCHH
|
$2.59M |
| 3 |
Polaris
PII
|
$2.2M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.18M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.05M |
Top Sells
| 1 |
KOCG
FIS Knights of Columbus Global Belief ETF
KOCG
|
$2.28M |
| 2 |
Yum China
YUMC
|
$1.99M |
| 3 |
3M
MMM
|
$1.28M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.03M |
Sector Composition
| 1 | Healthcare | 8.98% |
| 2 | Financials | 8.88% |
| 3 | Technology | 7.88% |
| 4 | Industrials | 6.36% |
| 5 | Consumer Discretionary | 6.12% |
