CIP
Capital Insight Partners Portfolio holdings
AUM
$575M
This Quarter Return
+6.55%
1 Year Return
+12.2%
3 Year Return
+44.62%
5 Year Return
+67.32%
10 Year Return
+159.18%
AUM
$535M
AUM Growth
+$535M
(+9.5%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
34.06%
Holding
165
New
4
Increased
104
Reduced
42
Closed
3
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$3.53M |
| 2 |
Old Dominion Freight Line
ODFL
|
$2.7M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.23M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$802K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$4.21M |
| 2 |
Aflac
AFL
|
$708K |
| 3 |
Ares Management
ARES
|
$534K |
| 4 |
United Parcel Service
UPS
|
$448K |
| 5 |
FIS Christian Stock Fund
PRAY
|
$375K |
Sector Composition
| 1 | Technology | 10.56% |
| 2 | Consumer Discretionary | 8.38% |
| 3 | Financials | 7.81% |
| 4 | Healthcare | 7.06% |
| 5 | Industrials | 6.85% |
