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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
$102M
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$402K
3
+$336K
4
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$316K
5
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$312K

Top Sells

1
+$4.79M
2
+$4.14M
3
+$2.84M
4
XOM icon
Exxon Mobil
XOM
+$2.72M
5
T icon
AT&T
T
+$2.36M

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Technology 6.85%
4 Industrials 5.12%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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-63
178
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-57,950
179
– –
-6,153
180
– –
-13,733
181
– –
-6,084
182
– –
-9,075
183
– –
-3,798
184
– –
-5,320
185
– –
-5,035
186
– –
-809
187
– –
-5,436
4 5 6 7
8