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
126
$250K 0.2%
10,383
-1,044
127
$245K 0.19%
866
+146
128
$243K 0.19%
3,253
129
$239K 0.19%
1,427
-1,792
130
$237K 0.19%
2,552
+35
131
$235K 0.18%
8,926
+380
132
$234K 0.18%
1,058
-9
133
$233K 0.18%
2,000
-13
134
$229K 0.18%
1,200
135
$216K 0.17%
6,866
136
$212K 0.17%
+2,193
137
$204K 0.16%
8,162
+40
138
$202K 0.16%
546
+3
139
$202K 0.16%
+2,738
140
$200K 0.16%
+12,991
141
$185K 0.15%
14,437
+1,338
142
$174K 0.14%
12,247
143
$161K 0.13%
21,347
-617
144
$122K 0.1%
10,678
145
$99.2K 0.08%
12,184
146
$98.9K 0.08%
10,000
147
$74K 0.06%
13,186
-105
148
– –
-12,942
149
– –
-1,704
150
– –
-18,756
3 4 5
6
7