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
$243M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$949K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$742K
5
MSFT icon
Microsoft
MSFT
+$497K

Top Sells

1
+$541K
2
+$502K
3
+$379K
4
AMD icon
Advanced Micro Devices
AMD
+$309K
5
EMN icon
Eastman Chemical
EMN
+$235K

Sector Composition

1 Technology 14.44%
2 Healthcare 6.04%
3 Financials 5.85%
4 Consumer Staples 3.71%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.13%
25,812
-5,082
27
$2.64M 1.09%
5,822
+10
28
$2.59M 1.06%
9,789
-245
29
$2.55M 1.05%
137,131
30
$2.5M 1.03%
8,676
+231
31
$2.44M 1.01%
21,348
+1,239
32
$2.19M 0.9%
43,968
+5,497
33
$2.16M 0.89%
7,388
+621
34
$2.08M 0.85%
22,970
+423
35
$2.05M 0.84%
15,509
36
$1.97M 0.81%
21,401
+909
37
$1.85M 0.76%
2,021
+6
38
$1.84M 0.76%
29,598
-1,874
39
$1.82M 0.75%
20,463
+2
40
$1.77M 0.73%
7,383
-338
41
$1.76M 0.73%
6,078
+793
42
$1.71M 0.7%
4,400
+264
43
$1.7M 0.7%
21,263
44
$1.68M 0.69%
15,610
+51
45
$1.68M 0.69%
11,021
+289
46
$1.63M 0.67%
5,143
-207
47
$1.55M 0.64%
9,261
+895
48
$1.54M 0.63%
25,109
+32
49
$1.44M 0.59%
6,565
-70
50
$1.36M 0.56%
2,695
-33
1
2
3 4 5