IP

Isthmus Partners Portfolio holdings

AUM $451M
1-Year Est. Return 10.26%
This Quarter Est. Return
1 Year Est. Return
+10.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$985K
3
+$978K
4
GIC icon
Global Industrial
GIC
+$857K
5
ALNT icon
Allient
ALNT
+$854K

Top Sells

1
+$3.04M
2
+$1.28M
3
+$904K
4
GPX
GP Strategies Corp.
GPX
+$857K
5
AAPL icon
Apple
AAPL
+$463K

Sector Composition

1 Industrials 20.19%
2 Consumer Discretionary 17.96%
3 Technology 14.41%
4 Financials 11.77%
5 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
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