ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$786M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$38.7M
3
+$34.4M
4
ABBV icon
AbbVie
ABBV
+$32.1M
5
EHC icon
Encompass Health
EHC
+$22.5M

Top Sells

1
+$54.8M
2
+$46M
3
+$27.7M
4
VCEL icon
Vericel Corp
VCEL
+$19M
5
HRTX icon
Heron Therapeutics
HRTX
+$18.3M

Sector Composition

1 Healthcare 98.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 0.69%
6,667
-3,333
27
$4.36M 0.55%
100,000
28
– –
-160,000
29
– –
0
30
– –
-140,000
31
– –
-300,000
32
– –
-280,000
33
– –
-865,072
34
– –
-454,419
1
2