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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
+8.23%
1 Year Est. Return
+35.11%
3 Year Est. Return
+110.51%
5 Year Est. Return
+106.45%
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$4.09M
(+2.1%)
Cap. Flow
-$7.91M
Cap. Flow
% of AUM
-4.03%
Top 10 Holdings %
Top 10 Hldgs %
26.67%
Holding
748
New
28
Increased
149
Reduced
178
Closed
55
Top Buys
| 1 |
Delta Air Lines
DAL
|
+$908K |
| 2 |
ProShares Short S&P500
SH
|
+$545K |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$484K |
| 4 |
Southwest Airlines
LUV
|
+$390K |
| 5 |
Northrop Grumman
NOC
|
+$361K |
Top Sells
| 1 |
AdvisorShares Ranger Equity Bear ETF
HDGE
|
+$661K |
| 2 |
NLSN
Nielsen Holdings plc
NLSN
|
+$404K |
| 3 |
Emerson Electric
EMR
|
+$398K |
| 4 |
CHRN
ChronoScale Holdings
CHRN
|
+$381K |
| 5 |
Meta Platforms (Facebook)
META
|
+$380K |
Sector Composition
| 1 | Technology | 20.75% |
| 2 | Communication Services | 14.45% |
| 3 | Healthcare | 10.51% |
| 4 | Financials | 8.38% |
| 5 | Industrials | 7.42% |
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