IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$144M
1-Year Est. Return
17.19%
1 Year Est. Return
+17.19%
AUM
$144M
AUM Growth
+$16.3M
(+13%)
Holding
157
Top Buys
| 1 | +$2.15M | |
| 2 | +$569K | |
| 3 | +$542K | |
| 4 |
Carlyle Group
CG
|
+$233K |
| 5 |
Honeywell
HON
|
+$214K |
Top Sells
| 1 | +$234K | |
| 2 | +$167K | |
| 3 | +$148K | |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$124K |
| 5 |
SPDR Gold Trust
GLD
|
+$91.4K |
Sector Composition
| 1 | Technology | 22.96% |
| 2 | Communication Services | 8.71% |
| 3 | Financials | 7.56% |
| 4 | Consumer Discretionary | 3.22% |
| 5 | Healthcare | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sandstorm Gold
SAND
$3.58B
| $182K | 0.13% |
19,347
-2,000
|
|
||
152
iShares Global Clean Energy ETF
ICLN
$1.8B
| $138K | 0.1% |
10,503
-175
|
|
||
153
YieldMax Ultra Option Income Strategy ETF
ULTY
$3.12B
| $126K | 0.09% |
+19,950
|
|
||
154
DNP Select Income Fund
DNP
$3.71B
| $97.9K | 0.07% |
10,000
|
|
||
155
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.78B
| $97.9K | 0.07% |
11,184
-1,000
|
|
||
156
BlackRock Enhanced International Dividend Trust
BGY
$520M
| $72.8K | 0.05% |
12,580
-606
|
|
||
157
Fiserv
FI
$65.8B
| – | – |
-1,058
|
|