IP
Investment Partners Portfolio holdings
AUM
$264M
This Quarter Return
-1.07%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$83M
AUM Growth
-$7.88M
(-8.7%)
Cap. Flow
-$6.72M
Cap. Flow
% of AUM
-8.1%
Top 10 Holdings %
Top 10 Hldgs %
30.85%
Holding
154
New
2
Increased
44
Reduced
35
Closed
60
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.77M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.44M |
| 3 |
Emerson Electric
EMR
|
$511K |
| 4 |
Procter & Gamble
PG
|
$383K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$203K |
Sector Composition
| 1 | Healthcare | 7.47% |
| 2 | Technology | 7.18% |
| 3 | Financials | 7.02% |
| 4 | Industrials | 5.21% |
| 5 | Consumer Staples | 4.3% |