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
$168M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$206K
3
+$147K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$101K
5
AMZN icon
Amazon
AMZN
+$88.2K

Top Sells

1
+$2.01M
2
+$1.19M
3
+$1.03M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$851K
5
MSFT icon
Microsoft
MSFT
+$706K

Sector Composition

1 Technology 10.35%
2 Consumer Discretionary 5.32%
3 Healthcare 4.31%
4 Financials 4.27%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$806K 0.48%
13,366
-5,121
52
$793K 0.47%
5,320
-1,819
53
$785K 0.47%
3,685
54
$778K 0.46%
13,037
-2,333
55
$754K 0.45%
4,564
-448
56
$751K 0.45%
9,335
+6
57
$720K 0.43%
14,581
-6,147
58
$716K 0.43%
10,316
+36
59
$714K 0.43%
17,944
+300
60
$705K 0.42%
6,778
-19,351
61
$698K 0.42%
5,006
-2,951
62
$693K 0.41%
69,057
+88
63
$683K 0.41%
8,938
64
$639K 0.38%
3,850
+201
65
$637K 0.38%
4,254
+1
66
$600K 0.36%
10,318
+975
67
$586K 0.35%
10,933
+4
68
$582K 0.35%
27,033
-182
69
$573K 0.34%
1,837
-28
70
$568K 0.34%
2,586
+7
71
$547K 0.33%
10,559
-7,907
72
$546K 0.33%
1,237
73
$502K 0.3%
14,628
-98
74
$463K 0.28%
1,305
+1
75
$449K 0.27%
3,862
-827
1 2
3
4 5