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
$425M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.26M
3
+$5.05M
4
CHE icon
Chemed
CHE
+$4.87M
5
UNH icon
UnitedHealth
UNH
+$4M

Top Sells

1
+$9.99M
2
+$6.44M
3
+$1.82M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.58M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$964K

Sector Composition

1 Healthcare 8.62%
2 Technology 8.46%
3 Financials 8.17%
4 Consumer Discretionary 6.97%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.06%
3,295
-855
152
$239K 0.06%
2,087
+287
153
$236K 0.06%
4,328
-2,142
154
$232K 0.05%
2,820
+228
155
$231K 0.05%
2,278
-66
156
$227K 0.05%
+1,129
157
$223K 0.05%
+2,675
158
$220K 0.05%
13,818
159
$215K 0.05%
+3,372
160
$213K 0.05%
4,260
161
$208K 0.05%
1,988
-2,032
162
$201K 0.05%
+879
163
$201K 0.05%
+1,125
164
– –
-9,204
165
– –
-5,200
166
– –
-2,600
167
– –
-8,348
168
– –
-47,190
169
– –
-7,859
170
– –
-16,417
171
– –
-605
172
– –
-10,653
3 4 5 6
7