IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$4.08M
3
+$2.7M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
T icon
AT&T
T
+$2.38M

Top Sells

1
+$515K
2
+$321K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$244K

Sector Composition

1 Industrials 10.38%
2 Healthcare 8.7%
3 Financials 8.57%
4 Technology 7.63%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.18%
+7,137
127
$315K 0.18%
11,133
+476
128
$308K 0.17%
+11,145
129
$301K 0.17%
+7,420
130
$298K 0.17%
+3,955
131
$294K 0.17%
+3,305
132
$293K 0.17%
5,846
+303
133
$290K 0.16%
+4,128
134
$288K 0.16%
+7,297
135
$287K 0.16%
+5,457
136
$287K 0.16%
6,465
+1,206
137
$286K 0.16%
+2,942
138
$285K 0.16%
6,649
+453
139
$281K 0.16%
+2,229
140
$280K 0.16%
+11,826
141
$279K 0.16%
+2,506
142
$275K 0.16%
+6,324
143
$273K 0.15%
+8,240
144
$273K 0.15%
+5,035
145
$272K 0.15%
+2,505
146
$271K 0.15%
2,622
+67
147
$270K 0.15%
+4,233
148
$266K 0.15%
+8,405
149
$266K 0.15%
+24,660
150
$257K 0.15%
+2,048
4 5
6
7 8