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
$772M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.77M
2 +$2.43M
3 +$2.21M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.03M

Top Sells

1 +$19M
2 +$9.91M
3 +$4.24M
4
CPNG icon
Coupang
CPNG
+$1.14M
5
HEI icon
HEICO Corp
HEI
+$220K

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
-140,177