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
$117M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$900K
3
+$639K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$586K
5
EMN icon
Eastman Chemical
EMN
+$482K

Top Sells

1
+$818K
2
+$478K
3
+$453K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$367K
5
PFE icon
Pfizer
PFE
+$312K

Sector Composition

1 Financials 8.59%
2 Healthcare 7.23%
3 Technology 7.05%
4 Consumer Staples 4.32%
5 Industrials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.32%
14,700
+1
27
$1.5M 1.29%
15,729
+827
28
$1.44M 1.24%
15,861
-182
29
$1.42M 1.22%
31,545
-142
30
$1.39M 1.19%
24,574
+364
31
$1.34M 1.15%
13,613
-141
32
$1.33M 1.14%
26,879
+332
33
$1.29M 1.1%
20,202
+40
34
$1.25M 1.07%
11,465
+13
35
$1.14M 0.98%
33,634
-9,200
36
$1.09M 0.94%
12,719
-504
37
$1.04M 0.89%
4,147
-141
38
$978K 0.84%
8,439
-123
39
$968K 0.83%
25,850
40
$948K 0.81%
13,497
-292
41
$931K 0.8%
15,231
-279
42
$908K 0.78%
11,077
+627
43
$899K 0.77%
18,504
-809
44
$896K 0.77%
4,887
45
$894K 0.77%
7,169
+13
46
$875K 0.75%
18,089
+4
47
$847K 0.73%
17,732
-1,873
48
$837K 0.72%
7,280
+94
49
$834K 0.71%
28,199
+237
50
$809K 0.69%
24,069
+1,787
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2
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