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Home > Institutional Investor > Capital Insight Partners, Llc > Profile

Instuitional Investor - Capital Insight Partners, Llc

Fund Profile
Filing Period:
Fund Name: Capital Insight Partners, Llc
Portfolio Value $488,931,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 345,750 $34,315,688 7.01%
2.
Neos Etf Trust
 993,602 $25,552,264 5.22%
3.
Ishares Tr
 233,740 $25,339,754 5.18%
4.
Vanguard Bond Index Funds
 BND 279,603 $21,356,078 4.36%
5.
Ishares Tr
 300,225 $14,278,701 2.92%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)