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
$192M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$303K
3
+$281K
4
TEAM icon
Atlassian
TEAM
+$223K
5
XYL icon
Xylem
XYL
+$214K

Top Sells

1
+$842K
2
+$544K
3
+$523K
4
ABBV icon
AbbVie
ABBV
+$432K
5
ADM icon
Archer Daniels Midland
ADM
+$417K

Sector Composition

1 Technology 12.16%
2 Healthcare 6.02%
3 Financials 4.55%
4 Consumer Staples 3.73%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.08%
16,916
+49
27
$1.92M 1%
16,152
+8
28
$1.84M 0.96%
9,266
-538
29
$1.8M 0.94%
21,380
+4,595
30
$1.77M 0.92%
33,875
+40
31
$1.73M 0.9%
22,947
+653
32
$1.73M 0.9%
20,734
33
$1.71M 0.89%
22,827
34
$1.56M 0.81%
23,090
+151
35
$1.5M 0.78%
8,096
+392
36
$1.5M 0.78%
4,814
-382
37
$1.49M 0.78%
4,366
38
$1.39M 0.72%
5,853
-22
39
$1.36M 0.71%
12,653
-1,779
40
$1.34M 0.7%
8,814
-158
41
$1.33M 0.69%
26,572
-266
42
$1.26M 0.66%
8,036
-559
43
$1.25M 0.65%
2,604
+250
44
$1.25M 0.65%
7,526
-112
45
$1.22M 0.63%
23,235
-1,158
46
$1.2M 0.63%
32,844
-193
47
$1.16M 0.6%
2,147
+164
48
$1.15M 0.6%
5,220
-129
49
$1.12M 0.58%
21,648
-519
50
$1.09M 0.57%
22,207
+429
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2
3 4 5