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
$168M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$206K
3
+$147K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$101K
5
AMZN icon
Amazon
AMZN
+$88.2K

Top Sells

1
+$2.01M
2
+$1.19M
3
+$1.03M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$851K
5
MSFT icon
Microsoft
MSFT
+$706K

Sector Composition

1 Technology 10.35%
2 Consumer Discretionary 5.32%
3 Healthcare 4.31%
4 Financials 4.27%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$445K 0.27%
20,574
-20,000
77
$431K 0.26%
5,581
+8
78
$406K 0.24%
4,289
+211
79
$391K 0.23%
5,437
-12
80
$388K 0.23%
3,093
+5
81
$383K 0.23%
3,687
+16
82
$376K 0.22%
1,758
+7
83
$371K 0.22%
3,200
84
$368K 0.22%
3,912
-1,996
85
$362K 0.22%
4,104
+276
86
$362K 0.22%
4,575
-3,912
87
$361K 0.22%
4,626
+270
88
$355K 0.21%
40,215
89
$352K 0.21%
1,549
+4
90
$350K 0.21%
11,984
-385
91
$342K 0.2%
2,927
+14
92
$334K 0.2%
1,478
+4
93
$322K 0.19%
3,836
-751
94
$318K 0.19%
2,725
+487
95
$308K 0.18%
+1,000
96
$304K 0.18%
3,857
-70
97
$290K 0.17%
1,710
+7
98
$288K 0.17%
3,152
+1
99
$286K 0.17%
6,172
+5
100
$286K 0.17%
1,479
+8
2 3
4
5 6