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
51
$752K 0.59%
26,367
-8,163
52
$724K 0.57%
14,543
-26
53
$695K 0.55%
19,370
+1,648
54
$683K 0.54%
2,369
55
$683K 0.54%
5,638
-40
56
$675K 0.53%
10,931
+1,078
57
$663K 0.52%
2,125
+406
58
$658K 0.52%
3,288
+536
59
$651K 0.51%
12,853
+99
60
$645K 0.51%
5,427
-458
61
$638K 0.5%
19,710
+381
62
$630K 0.49%
17,325
-218
63
$628K 0.49%
7,010
64
$625K 0.49%
12,375
65
$622K 0.49%
16,058
-744
66
$614K 0.48%
24,020
+2,380
67
$610K 0.48%
1,996
-5
68
$605K 0.48%
21,652
+304
69
$599K 0.47%
2,080
70
$596K 0.47%
6,644
-5,154
71
$579K 0.45%
9,497
-1
72
$578K 0.45%
3,453
-107
73
$565K 0.44%
3,867
-2
74
$557K 0.44%
2,700
+186
75
$554K 0.44%
3,248
+404
1 2
3
4 5