IP

Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.37M
3
+$2.36M
4
GE icon
GE Aerospace
GE
+$2.27M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$98

Sector Composition

1 Healthcare 9.42%
2 Industrials 9.37%
3 Financials 9.32%
4 Technology 7.82%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.12%
21,723
+11,098
27
$1.68M 1.1%
16,851
+11,556
28
$1.63M 1.06%
18,073
+11,389
29
$1.61M 1.05%
7,923
+3,659
30
$1.61M 1.05%
23,498
+578
31
$1.61M 1.05%
12,247
+7,464
32
$1.6M 1.05%
38,805
+2,192
33
$1.59M 1.04%
31,621
+14,742
34
$1.59M 1.04%
21,599
+5,418
35
$1.58M 1.03%
42,966
+1,236
36
$1.51M 0.98%
14,513
+7,793
37
$1.48M 0.96%
14,082
+4,842
38
$1.33M 0.87%
+20,154
39
$1.25M 0.81%
31,600
40
$1.24M 0.81%
42,952
+5,172
41
$1.23M 0.8%
18,491
+8,109
42
$1.21M 0.79%
13,672
+1,600
43
$1.19M 0.78%
57,950
44
$1.17M 0.76%
15,098
+858
45
$1.12M 0.73%
30,717
+11,381
46
$1.12M 0.73%
11,222
47
$1.09M 0.71%
11,152
-1
48
$1.04M 0.68%
44,448
+2,704
49
$1.03M 0.67%
29,997
+8,974
50
$1.01M 0.66%
7,631
+1,711
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