IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$144M
This Quarter Return
+6.33%
1 Year Return
+17.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+8.8%)
Cap. Flow
+$4.7M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
31.58%
Holding
145
New
12
Increased
61
Reduced
34
Closed
2
Top Buys
| 1 |
Broadcom
AVGO
|
$553K |
| 2 |
CPRJ
Calamos Russell 2000 Structured Alt Protection ETF - July
CPRJ
|
$511K |
| 3 |
Advanced Micro Devices
AMD
|
$479K |
| 4 |
Strategy Inc Common Stock Class A
MSTR
|
$395K |
| 5 |
Goldman Sachs BDC
GSBD
|
$298K |
Top Sells
Sector Composition
| 1 | Technology | 22.95% |
| 2 | Communication Services | 9.07% |
| 3 | Financials | 7.04% |
| 4 | Healthcare | 4.16% |
| 5 | Consumer Discretionary | 2.98% |
