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
$122M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$205K
3
+$136K
4
MBTF
MBT Financial Corporation
MBTF
+$128K
5
SLB icon
SLB Limited
SLB
+$92.6K

Top Sells

1
+$1.65M
2
+$1.11M
3
+$813K
4
CASY icon
Casey's General Stores
CASY
+$507K
5
CVX icon
Chevron
CVX
+$501K

Sector Composition

1 Financials 18.37%
2 Industrials 13.38%
3 Healthcare 11.51%
4 Technology 11.33%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.43M 3.64%
22,534
-288
2
$4.1M 3.37%
145,365
-944
3
$3.57M 2.94%
103,732
+250
4
$3.3M 2.71%
58,380
-100
5
$3.21M 2.64%
14,151
+33
6
$3.19M 2.62%
68,968
-500
7
$3.11M 2.56%
1,535
-4
8
$3.1M 2.55%
31,397
+788
9
$3.06M 2.52%
22,176
+19
10
$2.94M 2.42%
44,588
+76
11
$2.81M 2.31%
34,016
-9,826
12
$2.68M 2.2%
48,295
+704
13
$2.66M 2.19%
13,679
+699
14
$2.65M 2.18%
21,854
+340
15
$2.52M 2.08%
57,310
+1,133
16
$2.46M 2.02%
49,593
-747
17
$2.27M 1.87%
27,789
+432
18
$2.26M 1.86%
24,192
+481
19
$2.17M 1.79%
6,747
-102
20
$2.08M 1.71%
30,992
+1,381
21
$2.05M 1.68%
23,902
+534
22
$2.02M 1.66%
108,143
+1,778
23
$2.01M 1.65%
64,148
+816
24
$2M 1.65%
10,108
+268
25
$1.76M 1.44%
17,853
-56
1
2 3