IP
Investment Partners Portfolio holdings
AUM
$264M
This Quarter Return
-0.03%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$220M
AUM Growth
+$220M
(+0.42%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
171
New
6
Increased
99
Reduced
35
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$409K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$395K |
| 3 |
NVIDIA
NVDA
|
$365K |
| 4 |
United Parcel Service
UPS
|
$350K |
| 5 |
SPDR Gold Trust
GLD
|
$345K |
Top Sells
| 1 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$554K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$545K |
| 3 |
Toro Company
TTC
|
$408K |
| 4 |
Vanguard Financials ETF
VFH
|
$373K |
| 5 |
Invesco Leisure and Entertainment ETF
PEJ
|
$368K |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Consumer Discretionary | 6.68% |
| 3 | Financials | 5.44% |
| 4 | Healthcare | 4.31% |
| 5 | Consumer Staples | 3.03% |
