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
101
$386K 0.3%
4,231
-75
102
$385K 0.3%
7,669
-40
103
$385K 0.3%
1,907
+52
104
$382K 0.3%
26,504
+150
105
$376K 0.29%
3,228
106
$368K 0.29%
39,420
-2,349
107
$360K 0.28%
6,024
-1,503
108
$354K 0.28%
3,383
+272
109
$352K 0.28%
7,406
110
$339K 0.27%
25,410
+14,235
111
$334K 0.26%
896
+176
112
$322K 0.25%
6,883
113
$318K 0.25%
4,373
+226
114
$313K 0.25%
68
+1
115
$310K 0.24%
603
+228
116
$300K 0.24%
1,295
-20
117
$285K 0.22%
+345
118
$281K 0.22%
11,422
-344
119
$280K 0.22%
+3,843
120
$271K 0.21%
1,717
-3
121
$265K 0.21%
+7,328
122
$265K 0.21%
4,729
123
$264K 0.21%
7,114
-428
124
$259K 0.2%
847
+216
125
$254K 0.2%
3,132
3 4
5
6 7