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
1
$8.07M 6.34%
36,337
-339
2
$4.92M 3.87%
86,190
+1,042
3
$4.73M 3.71%
12,595
-150
4
$3.95M 3.1%
166,862
+7,832
5
$3.12M 2.45%
79,089
+1,573
6
$2.75M 2.16%
25,362
+2,529
7
$2.71M 2.13%
17,534
+241
8
$2.61M 2.05%
4,521
+137
9
$2.39M 1.87%
84,351
-777
10
$2.25M 1.77%
9,048
-44
11
$2.2M 1.72%
132,109
+4,622
12
$2.13M 1.67%
46,226
-533
13
$2.05M 1.61%
77,940
+15,489
14
$1.93M 1.52%
4,124
+938
15
$1.93M 1.51%
10,142
+918
16
$1.92M 1.5%
18,519
+1,182
17
$1.75M 1.37%
104,237
+198
18
$1.67M 1.31%
3,052
+7
19
$1.59M 1.24%
34,952
-418
20
$1.52M 1.2%
54,591
+4,974
21
$1.52M 1.19%
41,025
-2,323
22
$1.5M 1.17%
27,311
-3,271
23
$1.42M 1.11%
47,542
+3,333
24
$1.39M 1.09%
8,928
+85
25
$1.38M 1.09%
5,642
+104
1
2 3 4 5