ICP

Ironvine Capital Partners Portfolio holdings

AUM $965M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.83M
3 +$1.57M
4
CSGP icon
CoStar Group
CSGP
+$1.46M
5
V icon
Visa
V
+$1.29M

Top Sells

1 +$22M
2 +$19.1M
3 +$270K
4
CHTR icon
Charter Communications
CHTR
+$264K
5
AMT icon
American Tower
AMT
+$210K

Sector Composition

1 Financials 30.4%
2 Technology 19.87%
3 Healthcare 14.51%
4 Consumer Staples 10.69%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$15K ﹤0.01%
46,500
+747
52
-822
53
-563
54
-487,962
55
-190,494