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
101
$460K 0.19%
9,002
102
$454K 0.19%
3,457
+6
103
$448K 0.18%
+5,917
104
$433K 0.18%
3,231
+72
105
$431K 0.18%
8,365
+35
106
$427K 0.18%
2,974
+295
107
$427K 0.18%
2,213
-27
108
$426K 0.18%
+1,887
109
$413K 0.17%
9,497
+168
110
$399K 0.16%
3,627
111
$383K 0.16%
1,554
+25
112
$379K 0.16%
4,152
+240
113
$377K 0.16%
368
+14
114
$373K 0.15%
1,756
+5
115
$362K 0.15%
6,886
116
$359K 0.15%
3,467
+1,032
117
$358K 0.15%
1,684
+59
118
$350K 0.14%
3,849
-60
119
$347K 0.14%
4,961
+13
120
$324K 0.13%
7,374
+912
121
$324K 0.13%
568
122
$318K 0.13%
2,683
-30
123
$316K 0.13%
8,419
+130
124
$308K 0.13%
751
+1
125
$300K 0.12%
2,602
+4
3 4
5
6 7