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
$117M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$900K
3
+$639K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$586K
5
EMN icon
Eastman Chemical
EMN
+$482K

Top Sells

1
+$818K
2
+$478K
3
+$453K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$367K
5
PFE icon
Pfizer
PFE
+$312K

Sector Composition

1 Financials 8.59%
2 Healthcare 7.23%
3 Technology 7.05%
4 Consumer Staples 4.32%
5 Industrials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.32%
11,320
-291
77
$375K 0.32%
4,896
78
$373K 0.32%
13,795
-1,362
79
$368K 0.32%
5,274
-93
80
$364K 0.31%
+1,825
81
$355K 0.3%
7,417
+400
82
$350K 0.3%
12,348
-403
83
$337K 0.29%
2,860
+8
84
$335K 0.29%
9,985
85
$328K 0.28%
13,510
86
$314K 0.27%
3,289
-39
87
$313K 0.27%
1,000
88
$311K 0.27%
5,092
-86
89
$298K 0.26%
5,621
-117
90
$294K 0.25%
3,200
91
$292K 0.25%
17,307
-633
92
$289K 0.25%
+12,810
93
$283K 0.24%
4,873
-65
94
$281K 0.24%
1,485
95
$275K 0.24%
3,065
96
$274K 0.23%
8,315
+138
97
$273K 0.23%
2,029
+349
98
$273K 0.23%
9,589
-135
99
$271K 0.23%
2,494
+9
100
$254K 0.22%
+2,785
2 3
4
5 6