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
$83.1M
AUM Growth
+$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.25M
3
+$874K
4
SLV icon
iShares Silver Trust
SLV
+$559K
5
USO icon
United States Oil Fund
USO
+$506K

Top Sells

1
+$1.13M
2
+$980K
3
+$614K
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$544K
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$410K

Sector Composition

1 Healthcare 7.67%
2 Technology 7.02%
3 Financials 6.84%
4 Consumer Staples 4.52%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-24,000
102
– –
-16,042
103
– –
-8,499
104
– –
-1,200
1 2 3 4
5