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
$206M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$784K
3
+$714K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$601K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$595K

Top Sells

1
+$421K
2
+$369K
3
+$365K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K
5
DLR icon
Digital Realty Trust
DLR
+$332K

Sector Composition

1 Technology 9.71%
2 Consumer Discretionary 5.97%
3 Financials 5.05%
4 Healthcare 4.22%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.14%
7,442
+11
127
$287K 0.14%
+603
128
$280K 0.14%
1,634
+1
129
$275K 0.13%
3,488
-2,101
130
$272K 0.13%
2,910
+15
131
$263K 0.13%
935
+4
132
$263K 0.13%
3,341
+17
133
$260K 0.13%
+794
134
$259K 0.13%
+6,625
135
$259K 0.13%
878
-115
136
$254K 0.12%
16,181
+3
137
$253K 0.12%
3,164
+18
138
$251K 0.12%
+4,410
139
$248K 0.12%
803
+2
140
$242K 0.12%
+6,392
141
$242K 0.12%
4,371
+8
142
$231K 0.11%
+966
143
$231K 0.11%
2,100
144
$231K 0.11%
1,483
145
$230K 0.11%
+372
146
$227K 0.11%
2,626
+16
147
$224K 0.11%
2,897
+14
148
$224K 0.11%
+2,051
149
$224K 0.11%
+5,424
150
$221K 0.11%
3,631
3 4 5
6
7