ICP

Interchange Capital Partners Portfolio holdings

AUM $510M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
-$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.62M
3
+$708K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$617K
5
TSM icon
TSMC
TSM
+$597K

Top Sells

1
+$861K
2
+$785K
3
+$551K
4
TSLA icon
Tesla
TSLA
+$500K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$493K

Sector Composition

1 Technology 16.2%
2 Financials 7.5%
3 Healthcare 7.02%
4 Consumer Discretionary 6.92%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
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