We are live on ! Find out more
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
$189M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.15M
3
+$814K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$756K
5
GPC icon
Genuine Parts
GPC
+$403K

Top Sells

1
+$16.6M
2
+$8.84M
3
+$8.77M
4
JPM icon
JPMorgan Chase
JPM
+$7.52M
5
MSFT icon
Microsoft
MSFT
+$5.8M

Sector Composition

1 Technology 9.55%
2 Healthcare 6.57%
3 Financials 5.28%
4 Consumer Staples 3.87%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-12,085
177
– –
-6,142
178
– –
-568
179
– –
-7,236
180
– –
-952
181
– –
-620
182
– –
-53,672
183
– –
-8,024
184
– –
-3,608
185
– –
-2,931
186
– –
-7,773
187
– –
-1,953
188
– –
-9,933
189
– –
-20,685
190
– –
-936
191
– –
-2,602
192
– –
-8,038
193
– –
-871
194
– –
-3,102
195
– –
-3,286
196
– –
-3,129
197
– –
-3,221
198
– –
-10,924
199
– –
-4,600
200
– –
-4,342
6 7
8
9 10