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
$356M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.94M
3
+$1.86M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.78M
5
CL icon
Colgate-Palmolive
CL
+$1.25M

Top Sells

1
+$2.42M
2
+$1.29M
3
+$685K
4
TSCO icon
Tractor Supply
TSCO
+$447K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 8.5%
2 Financials 8.3%
3 Industrials 7.57%
4 Healthcare 6.81%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 5.07%
349,830
+4,279
2
$11.9M 3.34%
100,522
+2,288
3
$11M 3.08%
81,394
+332
4
$10.8M 3.04%
93,468
-3,860
5
$8.57M 2.41%
73,888
-907
6
$8.51M 2.39%
72,960
+15,290
7
$7.79M 2.19%
23,177
+27
8
$7.2M 2.02%
81,635
+21,084
9
$6.62M 1.86%
79,726
+57,163
10
$6.47M 1.82%
78,101
+14,295
11
$6.05M 1.7%
342,074
-38,738
12
$5.69M 1.6%
103,664
-44,137
13
$5.49M 1.54%
74,960
-3,220
14
$5.48M 1.54%
168,533
+579
15
$4.92M 1.38%
29,915
+2,223
16
$4.63M 1.3%
100,198
+8,553
17
$4.52M 1.27%
38,356
+2,144
18
$4.27M 1.2%
12,636
-373
19
$4.27M 1.2%
28,691
+3,148
20
$4.25M 1.2%
78,352
-60
21
$4.04M 1.14%
23,731
+351
22
$3.96M 1.11%
75,824
+6,534
23
$3.94M 1.11%
11,750
+19
24
$3.86M 1.08%
53,875
-1,345
25
$3.82M 1.08%
99,109
+3,611
1
2 3 4 5