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
$119M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.36M
3
+$1.04M
4
CVX icon
Chevron
CVX
+$699K
5
ABBV icon
AbbVie
ABBV
+$693K

Top Sells

1
+$1.24M
2
+$867K
3
+$626K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$443K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$399K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.33%
3 Financials 6.99%
4 Consumer Staples 4.3%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.22%
2,537
+9
102
$258K 0.22%
+3,009
103
$258K 0.22%
3,200
104
$255K 0.22%
+1,705
105
$252K 0.21%
10,224
-727
106
$242K 0.2%
2,329
-414
107
$240K 0.2%
+2,109
108
$236K 0.2%
13,443
+381
109
$234K 0.2%
3,506
+40
110
$234K 0.2%
15,853
-841
111
$233K 0.2%
+1,649
112
$232K 0.2%
+2,476
113
$232K 0.2%
+1,720
114
$231K 0.19%
18,098
+4
115
$230K 0.19%
+1,781
116
$228K 0.19%
+3,392
117
$227K 0.19%
+4,380
118
$226K 0.19%
+1,000
119
$222K 0.19%
+1,091
120
$220K 0.19%
+4,536
121
$216K 0.18%
7,247
-2,457
122
$213K 0.18%
2,750
123
$206K 0.17%
4,042
+152
124
$205K 0.17%
+2,961
125
$200K 0.17%
+1,412
3 4
5
6 7