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
$243M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$949K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$742K
5
MSFT icon
Microsoft
MSFT
+$497K

Top Sells

1
+$541K
2
+$502K
3
+$379K
4
AMD icon
Advanced Micro Devices
AMD
+$309K
5
EMN icon
Eastman Chemical
EMN
+$235K

Sector Composition

1 Technology 14.44%
2 Healthcare 6.04%
3 Financials 5.85%
4 Consumer Staples 3.71%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.31%
+13,980
77
$739K 0.3%
5,610
78
$738K 0.3%
6,571
-319
79
$721K 0.3%
13,890
-473
80
$691K 0.28%
997
+42
81
$679K 0.28%
6,005
-866
82
$675K 0.28%
1,297
-200
83
$670K 0.28%
1,658
+511
84
$650K 0.27%
7,725
85
$643K 0.26%
15,162
+126
86
$604K 0.25%
2,291
+51
87
$580K 0.24%
1,111
+10
88
$556K 0.23%
1,626
89
$547K 0.23%
20,616
+1,647
90
$543K 0.22%
2,748
+1
91
$532K 0.22%
1,197
-10
92
$531K 0.22%
3,030
+1
93
$531K 0.22%
5,747
+150
94
$506K 0.21%
6,231
+28
95
$495K 0.2%
6,300
96
$491K 0.2%
1,047
-60
97
$477K 0.2%
2,780
98
$476K 0.2%
831
+86
99
$469K 0.19%
4,712
-1,488
100
$469K 0.19%
53,131
+4,375
2 3
4
5 6