P

&Partners Portfolio holdings

AUM $19.1B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$871K
3
+$864K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$852K
5
RITM icon
Rithm Capital
RITM
+$845K

Top Sells

1
+$773K
2
+$563K
3
+$530K
4
LADR
Ladder Capital
LADR
+$500K
5
TFSL icon
TFS Financial
TFSL
+$496K

Sector Composition

1 Technology 16.95%
2 Financials 13.8%
3 Real Estate 8.61%
4 Healthcare 5.1%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
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