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
251
$447K 0.16%
12,335
+210
252
$446K 0.16%
7,985
-520
253
$445K 0.16%
84,100
+1,150
254
$443K 0.15%
57
-14
255
$443K 0.15%
24,440
-2,830
256
$441K 0.15%
14,990
+1,030
257
$441K 0.15%
5,145
-213
258
$439K 0.15%
+10,925
259
$439K 0.15%
135,887
+31,127
260
$439K 0.15%
+13,770
261
$437K 0.15%
10,453
+1,001
262
$435K 0.15%
5,294
+1,060
263
$434K 0.15%
5,350
-1,420
264
$434K 0.15%
5,401
-1,745
265
$433K 0.15%
17,810
+1,280
266
$432K 0.15%
7,395
-3,495
267
$429K 0.15%
8,975
+650
268
$429K 0.15%
4,964
-1,725
269
$428K 0.15%
3,965
-1,780
270
$428K 0.15%
6,215
-6,295
271
$427K 0.15%
3,375
-1,325
272
$427K 0.15%
10,890
-290
273
$421K 0.15%
12,920
-505
274
$421K 0.15%
10,300
-165
275
$420K 0.15%
8,025
-1,290
9 10
11
12 13