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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
+2.94%
1 Year Est. Return
+35.11%
3 Year Est. Return
+110.51%
5 Year Est. Return
+106.45%
10 Year Est. Return
–
AUM
$291M
AUM Growth
+$23.1M
(+8.6%)
Cap. Flow
+$269M
Cap. Flow
% of AUM
92.71%
Top 10 Holdings %
Top 10 Hldgs %
28.49%
Holding
632
New
37
Increased
120
Reduced
125
Closed
43
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$247M |
| 2 |
BZUN
Baozun
BZUN
|
+$16.2M |
| 3 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$3.76M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.33M |
| 5 |
Varonis Systems
VRNS
|
+$2.06M |
Top Sells
| 1 |
ASML
ASML
|
+$3.88M |
| 2 |
XNET
Xunlei
XNET
|
+$3.74M |
| 3 |
SRNE
Sorrento Therapeutics, Inc.
SRNE
|
+$1.27M |
| 4 |
P
Everpure Inc
P
|
+$1.11M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$844K |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Consumer Discretionary | 13.58% |
| 3 | Communication Services | 12.3% |
| 4 | Healthcare | 8.26% |
| 5 | Financials | 7.83% |
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