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
$243M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$949K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$742K
5
MSFT icon
Microsoft
MSFT
+$497K

Top Sells

1
+$541K
2
+$502K
3
+$379K
4
AMD icon
Advanced Micro Devices
AMD
+$309K
5
EMN icon
Eastman Chemical
EMN
+$235K

Sector Composition

1 Technology 14.44%
2 Healthcare 6.04%
3 Financials 5.85%
4 Consumer Staples 3.71%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.56%
7,076
-294
52
$1.32M 0.55%
54,521
+40,764
53
$1.27M 0.52%
5,258
+15
54
$1.24M 0.51%
3,425
+3
55
$1.22M 0.5%
8,392
+375
56
$1.15M 0.47%
2,254
+80
57
$1.13M 0.47%
42,900
58
$1.11M 0.46%
15,726
-361
59
$1.1M 0.45%
+51,326
60
$1.08M 0.44%
66,330
+47
61
$1.02M 0.42%
2,109
+133
62
$1.02M 0.42%
5,377
+29
63
$918K 0.38%
14,747
-8
64
$917K 0.38%
19,350
-1,688
65
$912K 0.38%
15,397
+1,600
66
$906K 0.37%
6,262
+208
67
$891K 0.37%
7,998
-136
68
$871K 0.36%
3,940
69
$869K 0.36%
3,954
-41
70
$860K 0.35%
23,997
+78
71
$813K 0.33%
14,378
+162
72
$798K 0.33%
16,514
73
$784K 0.32%
19,608
-1,574
74
$775K 0.32%
9,047
+7
75
$751K 0.31%
1,282
+1
1 2
3
4 5