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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 $575,395,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Neos Etf Trust
 985,150 $30,168,545 5.24%
2.
Ishares Tr - NATIONAL MUN ETF
 258,852 $27,044,857 4.7%
3.
Ishares Trust
 IEF 271,216 $26,904,628 4.68%
4.
Ishares Trust
 IEF 30,452 $18,907,647 3.29%
5.
Vanguard Scottsdale Funds
 340,505 $15,779,002 2.74%
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)