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
$119M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.36M
3 +$1.04M
4
CVX icon
Chevron
CVX
+$699K
5
ABBV icon
AbbVie
ABBV
+$693K

Top Sells

1 +$1.24M
2 +$867K
3 +$626K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$443K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$399K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.33%
3 Financials 6.99%
4 Consumer Staples 4.3%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.58M 3.87%
123,588
-719
2
$3.8M 3.21%
15,114
-776
3
$3.67M 3.1%
33,078
-1,425
4
$3.6M 3.04%
68,710
-23,692
5
$3.5M 2.95%
32,537
-3,706
6
$3.31M 2.8%
25,310
-1,180
7
$3.27M 2.76%
55,650
+300
8
$3.27M 2.76%
32,179
-310
9
$3.13M 2.64%
34,953
-1,097
10
$2.6M 2.19%
78,300
-13,340
11
$2.51M 2.12%
32,928
-214
12
$2.36M 1.99%
50,128
+2,866
13
$2.09M 1.76%
21,416
-534
14
$2.04M 1.72%
53,620
-4,414
15
$1.97M 1.67%
37,296
+3,428
16
$1.89M 1.6%
14,352
-250
17
$1.89M 1.59%
25,337
-8,400
18
$1.88M 1.59%
11,208
-13
19
$1.8M 1.52%
5,593
-100
20
$1.57M 1.32%
27,548
-394
21
$1.55M 1.31%
41,120
-1,036
22
$1.49M 1.26%
37,695
23
$1.48M 1.25%
+26,087
24
$1.45M 1.22%
35,022
+569
25
$1.42M 1.2%
32,480