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
$90.8M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$259K
3
+$204K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$182K
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$180K

Top Sells

1
+$174K
2
+$133K
3
+$127K
4
IBM icon
IBM
IBM
+$69.3K
5
XOM icon
Exxon Mobil
XOM
+$67.8K

Sector Composition

1 Healthcare 6.86%
2 Technology 6.69%
3 Industrials 5.49%
4 Financials 5.44%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.03%
+882
127
$29K 0.03%
+520
128
$29K 0.03%
+273
129
$25K 0.03%
+232
130
$24K 0.03%
+552
131
$21K 0.02%
+1,536
132
$19K 0.02%
+392
133
$19K 0.02%
+895
134
$19K 0.02%
+339
135
$18K 0.02%
+306
136
$14K 0.02%
+343
137
$14K 0.02%
+155
138
$14K 0.02%
+350
139
$13K 0.01%
+225
140
$13K 0.01%
+701
141
$12K 0.01%
+474
142
$11K 0.01%
+252
143
$9K 0.01%
+215
144
$6K 0.01%
+172
145
$5K 0.01%
+60
146
$4K ﹤0.01%
+100
147
$4K ﹤0.01%
+100
148
$4K ﹤0.01%
+250
149
$4K ﹤0.01%
+200
150
$3K ﹤0.01%
+97
3 4 5
6
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