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
126
$283K 0.18%
21,245
+10,391
127
$280K 0.18%
+26,025
128
$280K 0.18%
5,343
+1,249
129
$271K 0.18%
+5,408
130
$269K 0.18%
9,397
+200
131
$266K 0.17%
+2,628
132
$263K 0.17%
+3,111
133
$259K 0.17%
+4,795
134
$257K 0.17%
+7,529
135
$248K 0.16%
+15,166
136
$248K 0.16%
+13,318
137
$245K 0.16%
6,511
+864
138
$244K 0.16%
3,200
139
$238K 0.16%
+5,389
140
$237K 0.15%
+2,623
141
$236K 0.15%
+9,960
142
$234K 0.15%
+3,640
143
$233K 0.15%
+3,800
144
$230K 0.15%
+2,455
145
$227K 0.15%
+2,296
146
$226K 0.15%
+3,731
147
$226K 0.15%
+4,129
148
$219K 0.14%
+3,158
149
$219K 0.14%
+2,747
150
$219K 0.14%
+2,512
3 4 5
6
7