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
$138M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$700K
3
+$472K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K
5
AEP icon
American Electric Power
AEP
+$377K

Top Sells

1
+$287K
2
+$263K
3
+$242K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$239K
5
AMZN icon
Amazon
AMZN
+$178K

Sector Composition

1 Technology 8.39%
2 Healthcare 6.68%
3 Financials 6.66%
4 Consumer Staples 4.37%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.61%
15,796
+4
52
$832K 0.6%
+21,887
53
$821K 0.59%
6,696
+125
54
$819K 0.59%
6,309
+7
55
$783K 0.57%
5,778
-614
56
$780K 0.56%
6,333
-95
57
$764K 0.55%
32,246
+263
58
$741K 0.54%
14,813
-1,933
59
$715K 0.52%
12,620
+533
60
$658K 0.48%
11,191
+35
61
$652K 0.47%
4,261
-719
62
$647K 0.47%
8,149
+23
63
$639K 0.46%
4,736
+286
64
$601K 0.43%
11,414
+892
65
$600K 0.43%
7,442
-76
66
$592K 0.43%
6,286
+4
67
$567K 0.41%
40,000
68
$528K 0.38%
1,758
-197
69
$506K 0.37%
10,480
-284
70
$504K 0.36%
13,905
+1,159
71
$487K 0.35%
7,104
+1,381
72
$483K 0.35%
2,544
-71
73
$468K 0.34%
8,399
+2,180
74
$461K 0.33%
+4,627
75
$437K 0.32%
2,515
+14
1 2
3
4 5