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
$243M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$949K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$742K
5
MSFT icon
Microsoft
MSFT
+$497K

Top Sells

1
+$541K
2
+$502K
3
+$379K
4
AMD icon
Advanced Micro Devices
AMD
+$309K
5
EMN icon
Eastman Chemical
EMN
+$235K

Sector Composition

1 Technology 14.44%
2 Healthcare 6.04%
3 Financials 5.85%
4 Consumer Staples 3.71%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 6.02%
36,426
-314
2
$10.4M 4.3%
56,427
+11
3
$9.57M 3.94%
22,708
+1,180
4
$9.17M 3.78%
191,734
+19,850
5
$8.54M 3.52%
34,115
+124
6
$6.26M 2.58%
46,640
+1,154
7
$6.16M 2.54%
139,969
+8,999
8
$5.92M 2.44%
30,238
+35
9
$5.55M 2.29%
54,660
-171
10
$5.05M 2.08%
6,542
+22
11
$4.95M 2.04%
39,034
+969
12
$4.79M 1.97%
68,150
+15
13
$4.65M 1.92%
19,415
+615
14
$4.59M 1.89%
35,480
+1,473
15
$4.56M 1.88%
23,882
-56
16
$4.13M 1.7%
97,040
+10,747
17
$4.04M 1.67%
78,228
+9,102
18
$3.94M 1.62%
50,961
+6,023
19
$3.81M 1.57%
42,946
-154
20
$3.7M 1.52%
48,955
-426
21
$3.29M 1.35%
5,581
-351
22
$3.06M 1.26%
17,199
+172
23
$2.94M 1.21%
38,795
24
$2.77M 1.14%
16,626
-735
25
$2.75M 1.13%
16,769
-108
1
2 3 4 5