ICP

Ironvine Capital Partners Portfolio holdings

AUM $999M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$2.36M
3
+$2.13M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$978K

Top Sells

1
+$19M
2
+$9.53M
3
+$4.77M
4
CPNG icon
Coupang
CPNG
+$1.14M
5
HEI icon
HEICO Corp
HEI
+$223K

Sector Composition

1 Financials 32.13%
2 Technology 20.61%
3 Healthcare 15.8%
4 Consumer Staples 10.57%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-68,419
1 2
3