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
$535M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.23M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$802K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$790K

Top Sells

1
+$4.21M
2
+$708K
3
+$534K
4
UPS icon
United Parcel Service
UPS
+$448K
5
PRAY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.05%
13,218
152
$256K 0.05%
2,249
-529
153
$254K 0.05%
4,158
+40
154
$253K 0.05%
4,165
+105
155
$247K 0.05%
6,209
156
$237K 0.04%
493
157
$237K 0.04%
1,125
158
$229K 0.04%
+5,049
159
$225K 0.04%
+1,349
160
$209K 0.04%
+2,390
161
$207K 0.04%
4,010
-1,513
162
$80.6K 0.02%
4,032
-1,669
163
– –
-6,500
164
– –
-2,711
165
– –
-4,494
3 4 5 6
7