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
51
$1M 0.65%
11,882
+4,430
52
$999K 0.65%
8,871
+571
53
$999K 0.65%
7,170
+212
54
$997K 0.65%
11,773
+2,269
55
$967K 0.63%
25,066
+200
56
$958K 0.62%
111,418
+10,758
57
$933K 0.61%
45,678
+19,584
58
$921K 0.6%
4,242
+1,110
59
$896K 0.58%
+13,242
60
$889K 0.58%
27,177
+1,273
61
$875K 0.57%
25,850
62
$857K 0.56%
18,315
+479
63
$829K 0.54%
11,297
+814
64
$766K 0.5%
16,656
+872
65
$765K 0.5%
28,155
+7,223
66
$764K 0.5%
+11,473
67
$717K 0.47%
38,080
+22,925
68
$709K 0.46%
70,045
+59,740
69
$702K 0.46%
10,337
+3,745
70
$678K 0.44%
40,296
+26,147
71
$666K 0.43%
+5,952
72
$660K 0.43%
+11,152
73
$648K 0.42%
+9,077
74
$635K 0.41%
14,211
+2,516
75
$613K 0.4%
9,871
+2,701
1 2
3
4 5