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
51
$801K 0.69%
20,796
+1,644
52
$765K 0.65%
5,163
-1,801
53
$760K 0.65%
16,591
-551
54
$752K 0.64%
19,756
+392
55
$704K 0.6%
5,996
-495
56
$695K 0.6%
7,566
+3
57
$677K 0.58%
25,980
+9
58
$645K 0.55%
41,000
59
$644K 0.55%
7,524
+8
60
$578K 0.49%
1,863
-163
61
$573K 0.49%
5,138
+117
62
$568K 0.49%
4,092
+4
63
$552K 0.47%
10,974
+31
64
$514K 0.44%
5,783
+57
65
$513K 0.44%
6,424
+361
66
$482K 0.41%
+5,330
67
$467K 0.4%
8,858
-9,070
68
$451K 0.39%
2,418
+226
69
$447K 0.38%
8,195
+395
70
$426K 0.36%
7,942
+4
71
$423K 0.36%
3,211
-118
72
$400K 0.34%
26,000
73
$392K 0.34%
20,840
-271
74
$387K 0.33%
15,256
-182
75
$381K 0.33%
7,498
-95
1 2
3
4 5