IP
Investment Partners Portfolio holdings
AUM
$264M
1-Year Return
16.45%
This Quarter Return
+3.14%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$180K
AUM Growth
-$134M
(-100%)
Cap. Flow
-$16.6M
Cap. Flow
% of AUM
-9,222.93%
Top 10 Holdings %
Top 10 Hldgs %
47.14%
Holding
172
New
20
Increased
69
Reduced
17
Closed
52
Top Buys
| 1 |
Altria Group
MO
|
$4.25K |
| 2 |
SPDR S&P International Dividend ETF
DWX
|
$1.44K |
| 3 |
First Trust Dorsey Wright International Focus 5 ETF
IFV
|
$1.21K |
| 4 |
Metallus
MTUS
|
$934 |
| 5 |
Manulife Financial
MFC
|
$515 |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.02M |
| 2 |
Chevron
CVX
|
$756K |
| 3 |
AbbVie
ABBV
|
$719K |
| 4 |
Allstate
ALL
|
$573K |
| 5 |
Lockheed Martin
LMT
|
$522K |
Sector Composition
| 1 | Financials | 5.92% |
| 2 | Technology | 5.61% |
| 3 | Consumer Staples | 4.04% |
| 4 | Communication Services | 3.02% |
| 5 | Healthcare | 2.55% |
