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
$110M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$355K
3
+$307K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$248K

Top Sells

1
+$323K
2
+$202K
3
+$69.8K
4
PM icon
Philip Morris
PM
+$40.9K
5
HBAN icon
Huntington Bancshares
HBAN
+$40.4K

Sector Composition

1 Financials 8.18%
2 Healthcare 7.48%
3 Technology 6.93%
4 Industrials 4.57%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.34%
26,000
77
$375K 0.34%
15,438
+281
78
$375K 0.34%
11,611
+332
79
$368K 0.33%
2,852
+8
80
$363K 0.33%
3,329
+2
81
$355K 0.32%
+4,896
82
$353K 0.32%
5,367
+186
83
$342K 0.31%
6,168
+974
84
$336K 0.31%
7,017
+576
85
$321K 0.29%
9,985
+2,000
86
$315K 0.29%
13,510
+10
87
$308K 0.28%
3,328
+142
88
$300K 0.27%
3,200
89
$297K 0.27%
5,178
+302
90
$293K 0.27%
5,738
+3
91
$279K 0.25%
9,724
-292
92
$275K 0.25%
17,940
+1,023
93
$273K 0.25%
2,485
+7
94
$271K 0.25%
1,000
95
$267K 0.24%
+2,439
96
$264K 0.24%
4,938
+295
97
$259K 0.24%
1,485
-99
98
$258K 0.23%
8,177
+479
99
$248K 0.23%
2,770
-200
100
$246K 0.22%
2,091
-348
1 2 3
4
5