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IP

Investment Partners Portfolio holdings

AUM $281M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180K
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$277K
3
+$243K
4
PAYX icon
Paychex
PAYX
+$202K
5
PSCF icon
Invesco S&P SmallCap Financials ETF
PSCF
+$183K

Top Sells

1
+$2.39M
2
+$1.02M
3
+$756K
4
ABBV icon
AbbVie
ABBV
+$719K
5
ALL icon
Allstate
ALL
+$573K

Sector Composition

1 Financials 5.92%
2 Technology 5.61%
3 Consumer Staples 4.04%
4 Communication Services 3.02%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
$0 ﹤0.01%
12,361
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130
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-3,016
131
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132
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-4,380
133
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134
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135
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136
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138
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139
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140
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141
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-7,852
142
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150
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-4,736
3 4 5
6
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