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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.12+0.16 (+0.30%)
At close: 08:05AM EDT

Overall Portfolio Composition (%)

Cash2.43%
Stocks95.57%
Bonds2.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
IPFPX
Basic Materials
4.15%
Consumer Cyclical
5.60%
Financial Services
22.22%
Real Estate
1.15%
Consumer Defensive
12.30%
Healthcare
16.06%
Utilities
1.34%
Communication Services
5.63%
Energy
9.84%
Industrials
6.50%
Technology
15.21%

Equity Holdings

AverageIPFPXCategory Average
Price/Earnings0.0719.27
Price/Book0.552.64
Price/Sales1.161.87
Price/Cashflow0.1213.6
Median Market Cap41,612.15114,057.18
3 Year Earnings Growth7.6712.58

Bond Holdings

AverageIPFPXCategory Average
MaturityN/A3.96
DurationN/A2.61
Credit QualityN/AN/A

Bond Ratings

Sector(s)IPFPX
US Government2.99%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (43.71% of Total Assets)

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NameSymbol% Assets
Equitable Holdings IncEQH5.09%
Allstate CorpALL4.88%
International Business Machines CorpIBM4.81%
Intel CorpINTC4.77%
Tyson Foods Inc Class ATSN4.32%
CVS Health CorpCVS4.30%
Dow IncDOW3.97%
Cencora IncCOR3.88%
AT&T IncT3.87%
Philip Morris International IncPM3.83%