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
$571M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.24M
3
+$1.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$634K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$617K

Top Sells

1
+$5.08M
2
+$3.38M
3
+$3.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$288K
5
MRK icon
Merck
MRK
+$244K

Sector Composition

1 Technology 11.73%
2 Consumer Discretionary 8.32%
3 Financials 7.77%
4 Healthcare 6.64%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.04%
1,349
152
$221K 0.04%
418
-6
153
$220K 0.04%
+2,409
154
$210K 0.04%
3,365
-680
155
$206K 0.04%
2,334
-775
156
$202K 0.04%
+7,299
157
$29.5K 0.01%
2,360
-1,114
158
– –
-6,592
159
– –
-1,119
160
– –
-1,972
161
– –
-1,444
162
– –
-2,450
163
– –
-2,238
3 4 5 6
7