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
$428M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.24M
3
+$4.59M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.61M
5
ON icon
ON Semiconductor
ON
+$2.29M

Top Sells

1
+$15.2M
2
+$3.24M
3
+$2.4M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M
5
PHG icon
Philips
PHG
+$1.51M

Sector Composition

1 Healthcare 8.91%
2 Financials 8.3%
3 Technology 6.65%
4 Industrials 6.36%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.05%
2,311
+421
152
$204K 0.05%
13,818
153
$201K 0.05%
1,188
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