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
$153M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.37M
3
+$2.36M
4
GE icon
GE Aerospace
GE
+$2.27M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$98

Sector Composition

1 Healthcare 9.42%
2 Industrials 9.37%
3 Financials 9.32%
4 Technology 7.82%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.14%
+11,800
152
$216K 0.14%
+8,107
153
$213K 0.14%
+8,078
154
$213K 0.14%
+2,095
155
$211K 0.14%
+13,843
156
$211K 0.14%
+5,436
157
$209K 0.14%
+2,728
158
$203K 0.13%
+16,151
159
$200K 0.13%
+14,471
160
$185K 0.12%
+13,487
161
$172K 0.11%
+4,222
162
$164K 0.11%
+12,894
163
$156K 0.1%
+16,967
164
$102K 0.07%
1,466
+637
165
$101K 0.07%
+12,011
166
$56K 0.04%
+63
167
$10K 0.01%
+2,665
3 4 5 6
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