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
$139M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$343K
3
+$310K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$308K
5
T icon
AT&T
T
+$298K

Top Sells

1
+$1.02M
2
+$744K
3
+$602K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$432K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$354K

Sector Composition

1 Technology 8.81%
2 Financials 7.26%
3 Healthcare 6.26%
4 Consumer Staples 4.42%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80K 0.06%
8,355
152
– –
-2,525
153
– –
-6,074
154
– –
-2,974
3 4 5 6
7