IP

Isthmus Partners Portfolio holdings

AUM $901M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$631K
3 +$517K
4
PLCE icon
Children's Place
PLCE
+$516K
5
EGOV
NIC Inc
EGOV
+$512K

Top Sells

1 +$5.91M
2 +$1.14M
3 +$1.06M
4
HBI
Hanesbrands
HBI
+$1.01M
5
PLPM
Planet Payment, Inc
PLPM
+$950K

Sector Composition

1 Healthcare 19.88%
2 Technology 17.78%
3 Industrials 16.2%
4 Financials 12.87%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-6,827