We are live on ! Find out more
IP

Investment Partners Portfolio holdings

AUM $281M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.15M
3
+$814K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$756K
5
GPC icon
Genuine Parts
GPC
+$403K

Top Sells

1
+$16.6M
2
+$8.84M
3
+$8.77M
4
JPM icon
JPMorgan Chase
JPM
+$7.52M
5
MSFT icon
Microsoft
MSFT
+$5.8M

Sector Composition

1 Technology 9.55%
2 Healthcare 6.57%
3 Financials 5.28%
4 Consumer Staples 3.87%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,037
227
– –
-3,068
228
– –
-10,718
229
– –
-23,876
230
– –
-5,832
231
– –
-14,186
232
– –
-8,008
233
– –
-1,538
234
– –
-4,152
235
– –
-11,474
236
– –
-3,912
237
– –
-2,586
238
– –
-3,020
239
– –
-5,000
240
– –
-7,148
241
– –
-17,170
242
– –
-3,484
243
– –
-21,475
244
– –
-5,343
245
– –
-3,308
246
– –
-23,704
247
– –
-5,978
248
– –
-1,697
249
– –
-1,555
250
– –
-2,457
7 8 9
10
11