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
276
$344K 0.15%
+4,100
277
$343K 0.15%
+4,985
278
$343K 0.15%
+4,013
279
$342K 0.15%
+6,745
280
$342K 0.15%
+3,420
281
$342K 0.15%
+5,590
282
$339K 0.15%
+5,310
283
$337K 0.15%
+5,075
284
$335K 0.15%
+3,870
285
$332K 0.15%
+10,150
286
$331K 0.15%
+7,380
287
$331K 0.15%
+17,780
288
$329K 0.15%
+23,825
289
$327K 0.15%
+14,960
290
$322K 0.14%
+5,308
291
$318K 0.14%
+9,730
292
$318K 0.14%
+6,015
293
$316K 0.14%
+3,630
294
$316K 0.14%
+3,195
295
$314K 0.14%
+7,285
296
$312K 0.14%
+4,355
297
$312K 0.14%
+7,555
298
$311K 0.14%
+14,325
299
$310K 0.14%
+8,385
300
$310K 0.14%
+18,470
10 11
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