IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$152M
1-Year Est. Return
18.24%
1 Year Est. Return
+18.24%
AUM
$152M
AUM Growth
+$8.02M
(+5.6%)
Holding
164
Top Buys
| 1 | +$1.22M | |
| 2 | +$562K | |
| 3 | +$400K | |
| 4 |
CPSA
Calamos S&P 500 Structured Alt Protection ETF - August
CPSA
|
+$346K |
| 5 |
Eli Lilly
LLY
|
+$320K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$343K | |
| 3 | +$242K | |
| 4 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$219K |
| 5 |
Merck
MRK
|
+$217K |
Sector Composition
| 1 | Technology | 24.01% |
| 2 | Communication Services | 9.18% |
| 3 | Financials | 7.5% |
| 4 | Healthcare | 3.09% |
| 5 | Consumer Discretionary | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Brookfield
BN
$104B
| $208K | 0.14% |
+4,541
|
|
||
152
Goldman Sachs Hedge Industry VIP ETF
GVIP
$428M
| $205K | 0.13% |
+1,336
|
|
||
153
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.59B
| $200K | 0.13% |
11,891
-200
|
|
||
154
iShares Global Clean Energy ETF
ICLN
$1.9B
| $163K | 0.11% |
10,503
|
|
||
155
YieldMax Ultra Option Income Strategy ETF
ULTY
$13.7B
| $153K | 0.1% |
28,000
+8,050
|
|
||
156
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.81B
| $102K | 0.07% |
11,184
|
|
||
157
DNP Select Income Fund
DNP
$3.77B
| $100K | 0.07% |
10,000
|
|
||
158
BlackRock Enhanced International Dividend Trust
BGY
$520M
| $72.3K | 0.05% |
12,580
|
|
||
159
Walt Disney
DIS
$191B
| – | – |
-1,664
|
|
||
160
Honeywell
HON
$121B
| – | – |
-917
|
|
||
161
Intuitive Surgical
ISRG
$201B
| – | – |
-383
|
|
||
162
lululemon athletica
LULU
$21.6B
| – | – |
-894
|
|
||
|
163
Vanguard International High Dividend Yield ETF
VYMI
$13.4B
| – | – |
-2,738
|
|
||
|
JPHY
164
JPMorgan Active High Yield ETF
JPHY
$2.1B
| – | – |
-46,198
|
|