IP
Investment Partners Portfolio holdings
AUM
$264M
This Quarter Return
+9.34%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$168M
AUM Growth
+$168M
(-1.6%)
Cap. Flow
-$6.33M
Cap. Flow
% of AUM
-3.77%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
143
New
2
Increased
58
Reduced
49
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$5.42M |
| 2 |
Tesla
TSLA
|
$3.36M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$308K |
| 4 |
Sysco
SYY
|
$206K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$147K |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.01M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.19M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.03M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$851K |
| 5 |
Microsoft
MSFT
|
$706K |
Sector Composition
| 1 | Technology | 10.35% |
| 2 | Consumer Discretionary | 5.32% |
| 3 | Healthcare | 4.31% |
| 4 | Financials | 4.27% |
| 5 | Consumer Staples | 3.26% |
