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
$573M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.75M
3
+$3.27M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.62M

Top Sells

1
+$6.92M
2
+$3.95M
3
+$3.36M
4
HDB icon
HDFC Bank
HDB
+$3.17M
5
TSCO icon
Tractor Supply
TSCO
+$3.1M

Sector Composition

1 Technology 10.16%
2 Financials 7.9%
3 Consumer Discretionary 7.88%
4 Healthcare 6.58%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.9M 5.22%
302,257
-1,146
2
$28.2M 4.93%
267,736
+11,760
3
$28.1M 4.89%
987,391
-19,088
4
$17.8M 3.1%
31,646
+2,479
5
$17.5M 3.06%
378,170
+16,447
6
$16.2M 2.83%
211,557
+800
7
$15.5M 2.71%
320,726
+2,200
8
$13.4M 2.33%
60,127
-275
9
$13.1M 2.29%
144,625
+28
10
$11.4M 1.98%
121,673
+7,680
11
$10.9M 1.9%
52,654
+30,439
12
$10.5M 1.84%
200,460
+1,921
13
$9.53M 1.66%
65,265
-456
14
$9.49M 1.66%
116,220
+1,648
15
$8.91M 1.55%
17,992
+46
16
$8.69M 1.52%
15,078
-46
17
$8.03M 1.4%
32,750
-535
18
$7.83M 1.37%
20,857
+537
19
$7.7M 1.34%
1,671
-34
20
$7.66M 1.34%
17,637
-193
21
$7.37M 1.29%
42,708
-59
22
$7.25M 1.26%
103,804
-1,523
23
$7.13M 1.24%
65,804
+9,575
24
$7.05M 1.23%
45,609
+502
25
$6.95M 1.21%
230,741
-3,447
1
2 3 4 5