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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.05%
4,320
+420
152
$232K 0.05%
4,136
153
$230K 0.05%
13,818
154
$227K 0.05%
2,203
-95
155
$226K 0.05%
8,305
156
$221K 0.05%
2,278
157
$219K 0.05%
828
158
$214K 0.05%
2,296
+216
159
$212K 0.05%
4,260
160
$210K 0.05%
1,026
+96
161
$208K 0.05%
605
162
– –
-2,443
163
– –
-493
164
– –
-2,586
165
– –
-1,530
166
– –
-3,355
167
– –
-4,391
168
– –
-34,565
169
– –
-1,125
170
– –
-164,935
171
– –
-3,828
3 4 5 6
7