IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$4.08M
3
+$2.7M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
T icon
AT&T
T
+$2.38M

Top Sells

1
+$515K
2
+$321K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$244K

Sector Composition

1 Industrials 10.38%
2 Healthcare 8.7%
3 Financials 8.57%
4 Technology 7.63%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.68%
30,467
+11,020
52
$1.16M 0.66%
57,950
53
$1.09M 0.62%
22,420
+3,574
54
$1.08M 0.61%
28,685
+8,172
55
$1.06M 0.6%
4,422
+1,313
56
$1.04M 0.59%
12,811
+1,295
57
$1.04M 0.59%
43,146
+16,536
58
$1.02M 0.58%
11,517
+4,085
59
$1.01M 0.57%
25,850
60
$987K 0.56%
6,835
+1,715
61
$983K 0.56%
23,682
+1,104
62
$955K 0.54%
+12,862
63
$947K 0.54%
11,796
+4,209
64
$944K 0.53%
+14,965
65
$924K 0.52%
29,134
+7,419
66
$912K 0.52%
18,313
+141
67
$902K 0.51%
13,039
+5,252
68
$901K 0.51%
17,034
+3,310
69
$896K 0.51%
30,257
+15,064
70
$876K 0.5%
+11,809
71
$812K 0.46%
8,624
+472
72
$808K 0.46%
44,372
+2,422
73
$773K 0.44%
9,652
+6,911
74
$770K 0.44%
31,294
+16,139
75
$761K 0.43%
6,127
+2,049
1 2
3
4 5