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
$440M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$858K
3
+$757K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$565K
5
AMZN icon
Amazon
AMZN
+$433K

Top Sells

1
+$5.69M
2
+$3.05M
3
+$249K
4
MET icon
MetLife
MET
+$248K
5
PRAY icon
FIS Christian Stock Fund
PRAY
+$245K

Sector Composition

1 Technology 9.24%
2 Healthcare 7.5%
3 Consumer Discretionary 7.38%
4 Financials 7.22%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.2M 7.32%
342,818
+9,128
2
$23.3M 5.3%
227,430
+7,378
3
$22.7M 5.16%
975,982
-10,529
4
$19.9M 4.53%
275,564
+7,810
5
$13.7M 3.11%
294,783
+280
6
$12.4M 2.82%
28,940
+919
7
$10.8M 2.46%
63,139
+1,755
8
$10.2M 2.33%
516,204
+18,403
9
$8.27M 1.88%
91,536
+3,096
10
$7.99M 1.82%
164,239
+2,410
11
$7.38M 1.68%
228,850
+8,021
12
$6.75M 1.53%
51,571
+584
13
$6.25M 1.42%
19,789
+1,349
14
$6.16M 1.4%
102,666
+2,797
15
$5.96M 1.35%
203,319
+190,795
16
$5.31M 1.21%
1,721
+98
17
$5.24M 1.19%
220,177
+8,949
18
$5.2M 1.18%
35,837
+1,565
19
$4.84M 1.1%
12,235
+492
20
$4.79M 1.09%
9,224
+328
21
$4.66M 1.06%
22,790
+544
22
$4.66M 1.06%
25,223
+534
23
$4.51M 1.02%
48,507
+3,408
24
$4.47M 1.01%
14,881
+535
25
$4.46M 1.01%
28,650
-310
1
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