CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
1-Year Return
12.2%
This Quarter Return
-2.73%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$440M
AUM Growth
-$6.8M
(-1.5%)
Cap. Flow
+$7.42M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
36.71%
Holding
171
New
–
Increased
106
Reduced
37
Closed
10
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$5.59M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$858K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$757K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$565K |
| 5 |
Amazon
AMZN
|
$433K |
Top Sells
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$5.69M |
| 2 |
Medtronic
MDT
|
$3.05M |
| 3 |
NextEra Energy, Inc.
NEE
|
$249K |
| 4 |
MetLife
MET
|
$248K |
| 5 |
FIS Christian Stock Fund
PRAY
|
$245K |
Sector Composition
| 1 | Technology | 9.24% |
| 2 | Healthcare | 7.5% |
| 3 | Consumer Discretionary | 7.38% |
| 4 | Financials | 7.22% |
| 5 | Industrials | 6.44% |
