IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$4.08M
3
+$2.7M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
T icon
AT&T
T
+$2.38M

Top Sells

1
+$515K
2
+$321K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$244K

Sector Composition

1 Industrials 10.38%
2 Healthcare 8.7%
3 Financials 8.57%
4 Technology 7.63%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.42%
+16,332
77
$699K 0.4%
+4,189
78
$662K 0.37%
+5,578
79
$653K 0.37%
+21,360
80
$631K 0.36%
7,215
+215
81
$607K 0.34%
6,103
+837
82
$606K 0.34%
7,703
+2,963
83
$592K 0.34%
37,835
+23,451
84
$578K 0.33%
10,595
+6,413
85
$569K 0.32%
+3,862
86
$553K 0.31%
+16,668
87
$552K 0.31%
3,472
+1,888
88
$537K 0.3%
+23,221
89
$535K 0.3%
9,933
+3,533
90
$535K 0.3%
4,460
+1,978
91
$511K 0.29%
+12,092
92
$510K 0.29%
+7,224
93
$510K 0.29%
11,937
+6,356
94
$487K 0.28%
+9,075
95
$455K 0.26%
6,032
+1,136
96
$453K 0.26%
37,547
+25,225
97
$444K 0.25%
4,845
+373
98
$443K 0.25%
+3,839
99
$439K 0.25%
+12,491
100
$437K 0.25%
4,490
+2,045
2 3
4
5 6