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IP
Interval Partners Portfolio holdings
AUM
$3.82B
1-Year Est. Return
27.38%
This Fund
S&P 500
This Quarter
Est. Return
-8.24%
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
$786M
AUM Growth
-$147M
(-16%)
Cap. Flow
-$64.1M
Cap. Flow
% of AUM
-8.15%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
203
New
62
Increased
39
Reduced
41
Closed
61
Top Buys
| 1 |
lululemon athletica
LULU
|
+$28.3M |
| 2 |
Southwest Airlines
LUV
|
+$27.9M |
| 3 |
SGI
Somnigroup International
SGI
|
+$25.2M |
| 4 |
Ralph Lauren
RL
|
+$24.2M |
| 5 |
JWN
Nordstrom
JWN
|
+$19.3M |
Top Sells
| 1 |
McDonald's
MCD
|
+$42.8M |
| 2 |
TJX Companies
TJX
|
+$21.5M |
| 3 |
Norwegian Cruise Line
NCLH
|
+$20.7M |
| 4 |
Cheesecake Factory
CAKE
|
+$19.7M |
| 5 |
Tyson Foods
TSN
|
+$19.6M |
Sector Composition
| 1 | Consumer Discretionary | 42.52% |
| 2 | Industrials | 19.88% |
| 3 | Financials | 13.71% |
| 4 | Consumer Staples | 2.56% |
| 5 | Materials | 1.36% |
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