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
76
$546K 0.43%
17,098
+1,081
77
$510K 0.4%
2,433
+148
78
$510K 0.4%
4,178
79
$499K 0.39%
35,005
-95
80
$494K 0.39%
19,911
-350
81
$489K 0.38%
37,309
-750
82
$480K 0.38%
6,750
83
$471K 0.37%
1,508
84
$465K 0.36%
3,034
+2
85
$463K 0.36%
2,718
-15
86
$453K 0.36%
1,499
+478
87
$449K 0.35%
230
-2
88
$446K 0.35%
6,208
89
$445K 0.35%
672
+366
90
$444K 0.35%
5,061
-267
91
$444K 0.35%
5,108
-263
92
$428K 0.34%
1,020
+19
93
$428K 0.34%
11,331
94
$420K 0.33%
9,106
+652
95
$407K 0.32%
1,061
+346
96
$404K 0.32%
4,202
-15
97
$401K 0.32%
+26,883
98
$398K 0.31%
46,265
-1,950
99
$395K 0.31%
1,529
+7
100
$391K 0.31%
3,903
+229
2 3
4
5 6