IP

Investment Partners Portfolio holdings

AUM $286M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$942K
2 +$856K
3 +$625K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$461K

Top Sells

1 +$818K
2 +$478K
3 +$453K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
PFE icon
Pfizer
PFE
+$296K

Sector Composition

1 Financials 8.59%
2 Healthcare 7.23%
3 Technology 7.05%
4 Consumer Staples 4.32%
5 Industrials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,759
127
-10,135