IP
Isthmus Partners Portfolio holdings
AUM
$901M
1-Year Est. Return
15.23%
This Fund
S&P 500
1 Year Est. Return
+15.23%
AUM
$451M
AUM Growth
-$405M
(-47%)
Holding
228
Top Buys
| 1 | +$13.8M | |
| 2 | +$2.58M | |
| 3 | +$1.69M | |
| 4 |
Lantheus
LNTH
|
+$1.51M |
| 5 |
Apple
AAPL
|
+$1.31M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$16.8M | |
| 3 | +$3.86M | |
| 4 |
BELFB
Bel Fuse Inc Class B
BELFB
|
+$2.55M |
| 5 |
SHYF
The Shyft Group
SHYF
|
+$2.53M |
Sector Composition
| 1 | Industrials | 24.89% |
| 2 | Healthcare | 16.06% |
| 3 | Consumer Discretionary | 15.08% |
| 4 | Technology | 12.96% |
| 5 | Consumer Staples | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Exxon Mobil
XOM
$677B
| – | – |
-8,920
|
|