IP
Invenire Partners Portfolio holdings
AUM
$65.3M
This Quarter Return
+1.47%
1 Year Return
-18.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.5M
AUM Growth
–
Cap. Flow
+$94.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.01%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.76M |
| 2 |
Clarus
CLAR
|
$5.55M |
| 3 |
NOA
North American Construction
NOA
|
$5.47M |
| 4 |
TTEC Holdings
TTEC
|
$5.22M |
| 5 |
Unisys
UIS
|
$5.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.01% |
| 2 | Industrials | 20.97% |
| 3 | Healthcare | 17.58% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Energy | 5.78% |