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
$632M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$49.2M
2
+$42.7M
3
+$35.5M
4
MDT icon
Medtronic
MDT
+$33.9M
5
HCA icon
HCA Healthcare
HCA
+$28.8M

Top Sells

1
+$48.9M
2
+$34.1M
3
+$33.5M
4
GMED icon
Globus Medical
GMED
+$31.6M
5
CAH icon
Cardinal Health
CAH
+$28.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.7M 8.19%
+750,000
2
$48.6M 7.68%
+320,000
3
$46.4M 7.34%
249,997
+57,178
4
$36.7M 5.81%
392,783
+163,045
5
$36.4M 5.75%
+250,000
6
$34.9M 5.52%
+400,000
7
$33.4M 5.29%
190,000
-19,454
8
$32.6M 5.16%
60,000
+30,000
9
$30.6M 4.85%
+80,000
10
$28.9M 4.58%
471,300
+111,300
11
$28.3M 4.48%
1,200,000
+477,659
12
$28M 4.43%
+271,163
13
$21.4M 3.38%
68,041
-37,988
14
$18.1M 2.87%
1,920,019
+305,974
15
$17.7M 2.8%
105,257
-194,743
16
$17.4M 2.76%
1,495,883
-638,178
17
$15.9M 2.52%
+300,000
18
$15.6M 2.47%
424,355
+442
19
$15.6M 2.47%
300,000
-300,867
20
$14.5M 2.3%
60,000
-37,840
21
$12.1M 1.92%
620,000
-612,798
22
$11.8M 1.87%
+1,700,000
23
$9.91M 1.57%
1,027,972
-112,028
24
$9.57M 1.51%
29,339
-36,070
25
$8.58M 1.36%
15,567
-12,307
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