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IP

Investment Partners Portfolio holdings

AUM $281M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.45M
3
+$1.07M
4
CVX icon
Chevron
CVX
+$745K
5
ABBV icon
AbbVie
ABBV
+$661K

Top Sells

1
+$1.24M
2
+$937K
3
+$662K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$487K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$446K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.33%
3 Financials 6.99%
4 Consumer Staples 4.3%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,863
152
– –
-3,950
153
– –
-8,559
154
– –
-3,054
155
– –
-274
156
– –
-62
157
– –
-2,807
158
– –
-2,718
159
– –
-3,112
3 4 5 6
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