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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$403K 0.13%
5,595
-90
252
$398K 0.12%
16,480
+4,170
253
$396K 0.12%
3,585
-655
254
$396K 0.12%
1,234
-19
255
$390K 0.12%
10,990
+175
256
$389K 0.12%
22,150
+45
257
$376K 0.12%
7,557
+25
258
$375K 0.12%
6,195
-570
259
$372K 0.12%
7,175
-70
260
$362K 0.11%
5,530
+295
261
$361K 0.11%
12,640
-50
262
$360K 0.11%
8,225
+2,070
263
$358K 0.11%
11,005
-165
264
$350K 0.11%
3,014
-265
265
$349K 0.11%
12,992
-1,190
266
$334K 0.1%
11,817
+2,909
267
$327K 0.1%
20,120
-4,160
268
$302K 0.09%
4,355
-540
269
$301K 0.09%
8,705
+4,740
270
$286K 0.09%
5,290
-785
271
$283K 0.09%
2,570
-315
272
$282K 0.09%
2,325
-70
273
$281K 0.09%
5,335
+255
274
$280K 0.09%
4,725
+260
275
$280K 0.09%
3,635
-1,160
9 10
11
12 13