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IP
Interval Partners Portfolio holdings
AUM
$2.91B
1-Year Est. Return
27.38%
This Fund
S&P 500
This Quarter
Est. Return
+16.05%
1 Year Est. Return
+27.38%
3 Year Est. Return
+102.16%
5 Year Est. Return
+130.78%
10 Year Est. Return
+538.58%
AUM
$1.76B
AUM Growth
+$293M
(+20%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
30.75%
Holding
221
New
53
Increased
44
Reduced
46
Closed
45
Top Buys
| 1 |
Caterpillar
CAT
|
+$72.8M |
| 2 |
Advance Auto Parts
AAP
|
+$52.5M |
| 3 |
HBI
Hanesbrands
HBI
|
+$36.4M |
| 4 |
McDonald's
MCD
|
+$36.3M |
| 5 |
Brinker International
EAT
|
+$36.1M |
Top Sells
| 1 |
SAVE
Spirit Airlines, Inc.
SAVE
|
+$58M |
| 2 |
Royal Caribbean
RCL
|
+$43.2M |
| 3 |
Nike
NKE
|
+$37.1M |
| 4 |
CSX Corp
CSX
|
+$35.7M |
| 5 |
Walmart Inc
WMT
|
+$34.9M |
Sector Composition
| 1 | Consumer Discretionary | 27.73% |
| 2 | Financials | 26.86% |
| 3 | Industrials | 24.68% |
| 4 | Technology | 5.33% |
| 5 | Consumer Staples | 5.32% |
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