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
$177M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$4.08M
3
+$2.7M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
T icon
AT&T
T
+$2.38M

Top Sells

1
+$515K
2
+$321K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$244K

Sector Composition

1 Industrials 10.38%
2 Healthcare 8.7%
3 Financials 8.57%
4 Technology 7.63%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.14%
+6,460
152
$247K 0.14%
+15,200
153
$243K 0.14%
+3,798
154
$241K 0.14%
+9,960
155
$240K 0.14%
+2,197
156
$239K 0.14%
+5,154
157
$238K 0.13%
+3,624
158
$237K 0.13%
+2,378
159
$232K 0.13%
+3,868
160
$232K 0.13%
+3,200
161
$228K 0.13%
+13,584
162
$222K 0.13%
5,320
+300
163
$219K 0.12%
2,604
+12
164
$217K 0.12%
+7,312
165
$217K 0.12%
+1,553
166
$215K 0.12%
+1,856
167
$212K 0.12%
+15,166
168
$208K 0.12%
+5,436
169
$205K 0.12%
+1,322
170
$176K 0.1%
+4,222
171
$163K 0.09%
+15,611
172
$90K 0.05%
+10,968
173
$79K 0.04%
+63
174
$73K 0.04%
+3,800
175
$50K 0.03%
+809
4 5 6
7
8