IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.79M
3
+$1.78M
4
GSK icon
GSK
GSK
+$1.74M
5
AMG icon
Affiliated Managers Group
AMG
+$1.65M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.86%
2 Technology 12.07%
3 Healthcare 11.5%
4 Financials 10.82%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$400K 0.18%
+17,120
227
$399K 0.18%
+8,865
228
$399K 0.18%
+2,640
229
$398K 0.18%
+15,045
230
$398K 0.18%
+15,070
231
$397K 0.18%
+17,250
232
$396K 0.18%
+15,240
233
$396K 0.18%
+11,963
234
$388K 0.17%
+5,995
235
$388K 0.17%
+11,170
236
$387K 0.17%
+3,795
237
$387K 0.17%
+9,860
238
$387K 0.17%
+29,640
239
$385K 0.17%
+4,036
240
$385K 0.17%
+21,545
241
$383K 0.17%
+6,660
242
$383K 0.17%
+13,720
243
$382K 0.17%
+3,625
244
$381K 0.17%
+5,532
245
$380K 0.17%
+8,685
246
$380K 0.17%
+18,380
247
$379K 0.17%
+7,945
248
$379K 0.17%
+19,640
249
$378K 0.17%
+4,441
250
$375K 0.17%
+11,730
8 9
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