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
$138M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$700K
3
+$472K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K
5
AEP icon
American Electric Power
AEP
+$377K

Top Sells

1
+$287K
2
+$263K
3
+$242K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$239K
5
AMZN icon
Amazon
AMZN
+$178K

Sector Composition

1 Technology 8.39%
2 Healthcare 6.68%
3 Financials 6.66%
4 Consumer Staples 4.37%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.17%
+5,400
127
$235K 0.17%
2,974
+13
128
$233K 0.17%
7,098
-149
129
$231K 0.17%
1,412
130
$228K 0.16%
+2,844
131
$223K 0.16%
+2,525
132
$222K 0.16%
+2,873
133
$220K 0.16%
+5,990
134
$213K 0.15%
2,321
+12
135
$212K 0.15%
+3,174
136
$209K 0.15%
+840
137
$207K 0.15%
+2,170
138
$205K 0.15%
+1,430
139
$190K 0.14%
10,854
140
$162K 0.12%
14,070
141
$130K 0.09%
+10,287
142
$80K 0.06%
8,355
143
– –
-2,329
144
– –
-16,000
2 3 4 5
6