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IP
Intellectus Partners Portfolio holdings
AUM
$490M
1-Year Est. Return
35.11%
This Fund
S&P 500
This Quarter
Est. Return
-14.15%
1 Year Est. Return
+35.11%
3 Year Est. Return
+110.51%
5 Year Est. Return
+106.45%
10 Year Est. Return
–
AUM
$146M
AUM Growth
-$137M
(-48%)
Cap. Flow
-$109M
Cap. Flow
% of AUM
-74.43%
Top 10 Holdings %
Top 10 Hldgs %
38.37%
Holding
606
New
26
Increased
45
Reduced
120
Closed
310
Top Buys
| 1 |
Twist Bioscience
TWST
|
+$6.45M |
| 2 |
Gilead Sciences
GILD
|
+$4.06M |
| 3 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
+$3.01M |
| 4 |
Qualcomm
QCOM
|
+$835K |
| 5 |
Accenture
ACN
|
+$787K |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$4.44M |
| 2 |
iShares Biotechnology ETF
IBB
|
+$3.6M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$3.01M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.85M |
| 5 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$2.59M |
Sector Composition
| 1 | Communication Services | 21.43% |
| 2 | Technology | 17.05% |
| 3 | Healthcare | 16.09% |
| 4 | Consumer Discretionary | 16.06% |
| 5 | Financials | 10.03% |
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