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
201
– –
-4,744
202
– –
-18,049
203
– –
-17,980
204
– –
-3,816
205
– –
-1,966
206
– –
-5,472
207
– –
-7,185
208
– –
-15,136
209
– –
-2,185
210
– –
-3,375
211
– –
-1,076
212
– –
-6,622
213
– –
-13,474
214
– –
-4,892
215
– –
-4,135
216
– –
-8,474
217
– –
-1,352
218
– –
-1,179
219
– –
-4,963
220
– –
-3,977
221
– –
-2,717
222
– –
-33,075
223
– –
-4,460
224
– –
-2,173
225
– –
-1,725
7 8
9
10 11