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
$153M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.37M
3
+$2.36M
4
GE icon
GE Aerospace
GE
+$2.27M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$98

Sector Composition

1 Healthcare 9.42%
2 Industrials 9.37%
3 Financials 9.32%
4 Technology 7.82%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.24%
+7,188
102
$372K 0.24%
+7,974
103
$371K 0.24%
11,107
+861
104
$369K 0.24%
4,911
+2,089
105
$367K 0.24%
+6,306
106
$365K 0.24%
15,385
+893
107
$362K 0.24%
+8,203
108
$360K 0.23%
26,916
+916
109
$360K 0.23%
14,027
+2,240
110
$359K 0.23%
+12,566
111
$345K 0.22%
+23,109
112
$344K 0.22%
+5,060
113
$343K 0.22%
+2,114
114
$343K 0.22%
5,792
+1,136
115
$329K 0.21%
+6,883
116
$327K 0.21%
1,066
+66
117
$326K 0.21%
+3,331
118
$326K 0.21%
+17,555
119
$316K 0.21%
+5,480
120
$312K 0.2%
+5,743
121
$307K 0.2%
7,184
+964
122
$299K 0.19%
3,022
+82
123
$297K 0.19%
+12,390
124
$289K 0.19%
+6,916
125
$285K 0.19%
+11,145
3 4
5
6 7