IP
Investment Partners Portfolio holdings
AUM
$286M
1-Year Est. Return
21.31%
This Fund
S&P 500
1 Year Est. Return
+21.31%
AUM
$286M
AUM Growth
+$1.71M
(+0.6%)
Holding
157
Top Buys
| 1 | +$605K | |
| 2 | +$554K | |
| 3 | +$514K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$488K |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$429K |
Top Sells
| 1 | +$664K | |
| 2 | +$577K | |
| 3 | +$388K | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$347K |
| 5 |
American Electric Power
AEP
|
+$335K |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Financials | 5.52% |
| 3 | Healthcare | 4.41% |
| 4 | Consumer Staples | 2.85% |
| 5 | Consumer Discretionary | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lowe's Companies
LOW
$148B
| – | – |
-817
|
|
||
152
McKesson
MCK
$121B
| – | – |
-300
|
|
||
153
Netflix
NFLX
$406B
| – | – |
-1,710
|
|
||
154
SIFCO Industries
SIF
$86.9M
| – | – |
-19,605
|
|
||
155
Super Micro Computer
SMCI
$19.4B
| – | – |
-5,000
|
|
||
156
Synopsys
SNPS
$79.2B
| – | – |
-560
|
|
||
157
Welltower
WELL
$145B
| – | – |
-1,441
|
|