P

&Partners Portfolio holdings

AUM $15.6B
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$62M
3
+$52.8M
4
NVDA icon
NVIDIA
NVDA
+$35.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M

Top Sells

1
+$10.4M
2
+$463K
3
+$390K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$347K
5
BORR
Borr Drilling
BORR
+$233K

Sector Composition

1 Technology 17.11%
2 Financials 7.61%
3 Healthcare 6.47%
4 Industrials 5.45%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$309K 0.01%
+1,438
702
$308K 0.01%
+799
703
$308K 0.01%
+7,236
704
$308K 0.01%
8,575
705
$308K 0.01%
+3,293
706
$308K 0.01%
+3,741
707
$307K 0.01%
+3,476
708
$306K 0.01%
+3,313
709
$306K 0.01%
+6,940
710
$305K 0.01%
+14,915
711
$304K 0.01%
+1,049
712
$304K 0.01%
+9,334
713
$303K 0.01%
+3,933
714
$303K 0.01%
+1,642
715
$302K 0.01%
27,972
+8,310
716
$300K 0.01%
+4,477
717
$299K 0.01%
18,412
+2,500
718
$298K 0.01%
+1,547
719
$298K 0.01%
+1,678
720
$298K 0.01%
+9,191
721
$297K 0.01%
6,842
-1,288
722
$293K 0.01%
+2,696
723
$291K 0.01%
+1,257
724
$287K 0.01%
+6,907
725
$287K 0.01%
+6,638
27 28
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