P

&Partners Portfolio holdings

AUM $13B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
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 17.12%
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
776
$249K 0.01%
+1,638
777
$248K 0.01%
+1,471
778
$247K 0.01%
+1,113
779
$247K 0.01%
+3,838
780
$247K 0.01%
+4,994
781
$245K 0.01%
+2,340
782
$245K 0.01%
+3,263
783
$244K 0.01%
+1,189
784
$243K 0.01%
4,253
+8
785
$243K 0.01%
+22,877
786
$242K 0.01%
+1,922
787
$242K 0.01%
+6,413
788
$241K 0.01%
1,246
+318
789
$240K 0.01%
2,403
+33
790
$239K 0.01%
+3,813
791
$238K 0.01%
2,281
+226
792
$238K 0.01%
6,175
+156
793
$237K 0.01%
+12,353
794
$236K 0.01%
+7,957
795
$236K 0.01%
+3,534
796
$235K 0.01%
+1,969
797
$234K 0.01%
+3,325
798
$233K 0.01%
12,136
-3,374
799
$233K 0.01%
+944
800
$230K 0.01%
+1,651
30 31
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