CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$530M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.43M
3
+$6.42M
4
NVS icon
Novartis
NVS
+$2.27M
5
NVDA icon
NVIDIA
NVDA
+$1.97M

Top Sells

1
+$6.12M
2
+$4.01M
3
+$3.17M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.93M
5
CL icon
Colgate-Palmolive
CL
+$2.64M

Sector Composition

1 Technology 11.88%
2 Consumer Discretionary 8.24%
3 Financials 7.56%
4 Healthcare 7.03%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.04%
5,052
+3
152
$212K 0.04%
424
-69
153
$211K 0.04%
1,444
-368
154
$204K 0.04%
+1,119
155
$204K 0.04%
1,349
156
$202K 0.04%
2,450
+60
157
$58.4K 0.01%
3,474
-558
158
– –
-2,122
159
– –
-29,364
160
– –
-2,025
161
– –
-7,685
162
– –
-2,157
163
– –
-4,010
164
– –
-2,935
165
– –
-22,916
166
– –
-86,582
167
– –
-23,398
168
– –
-1,810
3 4 5 6
7