IPAM

Investment Partners Asset Management Portfolio holdings

AUM $152M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$1.26K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$408K
3
+$401K
4
LLY icon
Eli Lilly
LLY
+$285K
5
UBER icon
Uber
UBER
+$280K

Top Sells

1
+$493K
2
+$463K
3
+$423K
4
IAC icon
IAC Inc
IAC
+$421K
5
CVX icon
Chevron
CVX
+$300K

Sector Composition

1 Technology 21.95%
2 Communication Services 8.52%
3 Financials 7.42%
4 Healthcare 3.45%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.05%
9,524
+826
27
$1.19M 0.93%
102,300
-12,391
28
$1.17M 0.92%
7,050
-54
29
$1.16M 0.91%
3,323
-21
30
$1.14M 0.9%
19,616
-254
31
$1.14M 0.9%
8,177
-60
32
$1.13M 0.89%
2,022
+286
33
$1.11M 0.87%
7,200
+1,272
34
$1.1M 0.86%
2,068
+149
35
$1.09M 0.86%
109,606
-200
36
$1.02M 0.8%
32,564
-1,849
37
$1.02M 0.8%
67,559
+17,672
38
$994K 0.78%
16,109
+1,097
39
$936K 0.73%
3,489
+45
40
$932K 0.73%
10,137
-133
41
$895K 0.7%
173,392
-16,229
42
$855K 0.67%
9,125
-184
43
$846K 0.66%
42,774
-36
44
$835K 0.66%
10,751
+13
45
$807K 0.63%
5,385
+1,407
46
$786K 0.62%
831
-7
47
$784K 0.62%
12,704
-2,103
48
$779K 0.61%
10,874
+3,126
49
$775K 0.61%
7,015
-315
50
$768K 0.6%
3,851
+402
1
2
3 4 5