ICP

Interchange Capital Partners Portfolio holdings

AUM $539M
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
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
+$3.7M
2
+$2.62M
3
+$717K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$619K
5
TSM icon
TSMC
TSM
+$560K

Top Sells

1
+$861K
2
+$790K
3
+$553K
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$493K
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$484K

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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