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
$386M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.77M
3
+$2.33M
4
PRAY icon
FIS Christian Stock Fund
PRAY
+$1.72M
5
TS icon
Tenaris
TS
+$1.58M

Top Sells

1
+$4M
2
+$3.98M
3
+$3.3M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.27M

Sector Composition

1 Financials 9.12%
2 Technology 7.69%
3 Healthcare 6.8%
4 Industrials 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.06%
8,348
-27,616
152
$211K 0.05%
+2,600
153
$210K 0.05%
2,592
-538
154
$208K 0.05%
+7,859
155
$206K 0.05%
+13,818
156
$206K 0.05%
+4,260
157
$203K 0.05%
+605
158
– –
-206,000
159
– –
-7,911
160
– –
-6,344
161
– –
-16,718
162
– –
-9,108
163
– –
-2,007
3 4 5 6
7