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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 $573,147,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 302,257 $29,899,263 5.22%
2.
Ishares Tr - NATIONAL MUN ETF
 267,736 $28,230,084 4.93%
3.
Neos Etf Trust
 987,391 $28,051,285 4.89%
4.
Ishares Trust
 IEF 31,646 $17,781,888 3.1%
5.
Vanguard Scottsdale Funds
 378,170 $17,513,053 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)