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
$243M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$949K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$742K
5
MSFT icon
Microsoft
MSFT
+$497K

Top Sells

1
+$541K
2
+$502K
3
+$379K
4
AMD icon
Advanced Micro Devices
AMD
+$309K
5
EMN icon
Eastman Chemical
EMN
+$235K

Sector Composition

1 Technology 14.44%
2 Healthcare 6.04%
3 Financials 5.85%
4 Consumer Staples 3.71%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.12%
4,679
+22
127
$296K 0.12%
1,218
-143
128
$294K 0.12%
1,659
-125
129
$293K 0.12%
1,585
130
$286K 0.12%
3,674
-639
131
$282K 0.12%
14,049
+303
132
$280K 0.12%
12,311
+301
133
$262K 0.11%
2,980
134
$262K 0.11%
1,570
+75
135
$259K 0.11%
2,064
-39
136
$244K 0.1%
502
-105
137
$242K 0.1%
3,376
+159
138
$229K 0.09%
1,730
+1
139
$227K 0.09%
+2,002
140
$221K 0.09%
+1,247
141
$212K 0.09%
361
+10
142
$204K 0.08%
57,541
143
$202K 0.08%
+1,602
144
$163K 0.07%
14,782
145
$109K 0.05%
+10,000
146
$70.6K 0.03%
20,711
147
– –
-1,885
148
– –
-1,629
149
– –
-15,981
150
– –
-2,100
3 4 5
6
7