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
$153M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.37M
3
+$2.36M
4
GE icon
GE Aerospace
GE
+$2.27M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$98

Sector Composition

1 Healthcare 9.42%
2 Industrials 9.37%
3 Financials 9.32%
4 Technology 7.82%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.38%
44,732
+2,422
77
$581K 0.38%
+4,711
78
$566K 0.37%
+12,599
79
$551K 0.36%
8,101
+2,047
80
$546K 0.36%
+21,008
81
$530K 0.35%
10,128
82
$525K 0.34%
5,965
+215
83
$523K 0.34%
37,102
+24,095
84
$514K 0.34%
7,373
+2,745
85
$494K 0.32%
9,786
+3,529
86
$492K 0.32%
3,471
+1,887
87
$464K 0.3%
+16,454
88
$448K 0.29%
3,520
+1,396
89
$444K 0.29%
+3,525
90
$430K 0.28%
32,617
+12,751
91
$424K 0.28%
+13,318
92
$423K 0.28%
13,928
+1,127
93
$419K 0.27%
4,762
+2,347
94
$412K 0.27%
4,449
+1,973
95
$404K 0.26%
+3,420
96
$400K 0.26%
+9,089
97
$395K 0.26%
+6,557
98
$377K 0.25%
11,668
+4,434
99
$375K 0.24%
+8,012
100
$375K 0.24%
12,470
+968
2 3
4
5 6