IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.37M
3
+$2.36M
4
GE icon
GE Aerospace
GE
+$2.27M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$98

Sector Composition

1 Healthcare 9.42%
2 Industrials 9.37%
3 Financials 9.32%
4 Technology 7.82%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.89M 3.19%
74,003
+58,747
2
$3.67M 2.39%
84,878
+25,652
3
$3.54M 2.31%
17,286
+181
4
$3.49M 2.28%
23,399
+15,233
5
$3.49M 2.27%
50,706
+30,021
6
$3.41M 2.22%
63,630
+3,680
7
$3.37M 2.2%
+60,975
8
$3.31M 2.16%
42,525
+30,241
9
$2.94M 1.92%
63,680
+33,328
10
$2.85M 1.86%
48,905
+29,583
11
$2.84M 1.85%
107,792
+85,972
12
$2.74M 1.79%
98,310
+2,360
13
$2.73M 1.78%
105,148
+75,016
14
$2.65M 1.73%
28,829
+613
15
$2.61M 1.7%
32,770
+2,368
16
$2.6M 1.69%
46,842
+19,428
17
$2.46M 1.61%
23,995
+7,319
18
$2.25M 1.46%
38,270
+1,357
19
$2.13M 1.39%
35,421
+4,621
20
$2.08M 1.36%
232,134
+216,350
21
$2.06M 1.34%
47,841
+16,061
22
$2M 1.3%
180,472
+166,617
23
$1.96M 1.28%
64,037
+34,188
24
$1.75M 1.14%
12,077
+4,996
25
$1.75M 1.14%
13,207
+3,616
1
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