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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.74M
3
+$1.72M
4
GSK icon
GSK
GSK
+$1.72M
5
AMG icon
Affiliated Managers Group
AMG
+$1.71M

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
251
$374K 0.17%
+15,340
252
$373K 0.17%
+11,230
253
$371K 0.17%
+8,100
254
$370K 0.17%
+8,620
255
$369K 0.17%
+39,248
256
$368K 0.17%
+7,545
257
$368K 0.17%
+5,514
258
$367K 0.16%
+6,020
259
$367K 0.16%
+31,190
260
$366K 0.16%
+13,050
261
$365K 0.16%
+10,206
262
$365K 0.16%
+6,028
263
$364K 0.16%
+8,865
264
$361K 0.16%
+3,815
265
$361K 0.16%
+87,385
266
$358K 0.16%
+4,725
267
$357K 0.16%
+4,110
268
$356K 0.16%
+7,755
269
$356K 0.16%
+8,675
270
$354K 0.16%
+9,780
271
$353K 0.16%
+10,450
272
$353K 0.16%
+32,733
273
$351K 0.16%
+4,316
274
$350K 0.16%
+3,385
275
$346K 0.16%
+9,140
9 10
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