IP
Investment Partners Portfolio holdings
AUM
$264M
1-Year Return
16.45%
This Quarter Return
+0.74%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$90.8M
AUM Growth
+$4.01M
(+4.6%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
33.51%
Holding
153
New
58
Increased
48
Reduced
34
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$174K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$133K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$127K |
| 4 |
IBM
IBM
|
$69.3K |
| 5 |
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% |
