IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$144M
1-Year Return
17.19%
This Quarter Return
-0.73%
1 Year Return
+17.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$1.26K
(+0%)
Cap. Flow
+$2.11M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
157
New
7
Increased
63
Reduced
56
Closed
10
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$440K |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$408K |
| 3 |
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
|
$401K |
| 4 |
Eli Lilly
LLY
|
$285K |
| 5 |
Uber
UBER
|
$280K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$493K |
| 2 |
Merck
MRK
|
$463K |
| 3 |
Global X Russell 2000 Covered Call & Growth ETF
RYLG
|
$423K |
| 4 |
IAC Inc
IAC
|
$421K |
| 5 |
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% |
