IP

Investment Partners Portfolio holdings

AUM $286M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$486K
2 +$452K
3 +$446K
4
MSFT icon
Microsoft
MSFT
+$417K
5
RTX icon
RTX Corp
RTX
+$397K

Top Sells

1 +$538K
2 +$494K
3 +$289K
4
PG icon
Procter & Gamble
PG
+$287K
5
IQV icon
IQVIA
IQV
+$251K

Sector Composition

1 Financials 9.69%
2 Technology 8.44%
3 Healthcare 7.39%
4 Industrials 5.28%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$158K 0.12%
10,877
+10
152
$144K 0.11%
13,370
+33
153
$85K 0.06%
8,355
154
-2,640
155
-12,810