IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1
+$944K
2
+$817K
3
+$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$483K 0.17%
+13,745
227
$482K 0.17%
10,500
-180
228
$481K 0.17%
16,300
-480
229
$481K 0.17%
4,755
+1,635
230
$479K 0.17%
11,070
+1,070
231
$479K 0.17%
6,315
-240
232
$478K 0.17%
+16,210
233
$475K 0.17%
46,475
-5,070
234
$470K 0.16%
12,780
-4,255
235
$470K 0.16%
25,940
+2,265
236
$467K 0.16%
17,320
+1,240
237
$467K 0.16%
36,730
-1,270
238
$465K 0.16%
17,960
+1,565
239
$464K 0.16%
11,870
-4,984
240
$463K 0.16%
17,265
+1,264
241
$461K 0.16%
+7,715
242
$459K 0.16%
13,660
+2,390
243
$458K 0.16%
9,130
-10,270
244
$457K 0.16%
+10,220
245
$457K 0.16%
12,775
+705
246
$454K 0.16%
37,851
-4,633
247
$453K 0.16%
28,195
+1,980
248
$452K 0.16%
9,035
-1,060
249
$452K 0.16%
25,145
-2,705
250
$450K 0.16%
42,085
-2,760
8 9
10
11 12