IP

Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$761K
3
+$651K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$512K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K

Top Sells

1
+$507K
2
+$437K
3
+$366K
4
AVGO icon
Broadcom
AVGO
+$347K
5
VZ icon
Verizon
VZ
+$316K

Sector Composition

1 Financials 10.09%
2 Technology 7.96%
3 Healthcare 7.12%
4 Industrials 5.03%
5 Consumer Staples 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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155
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158
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160
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-3,866
161
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162
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163
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