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
276
$417K 0.15%
+10,940
277
$417K 0.15%
7,226
-432
278
$417K 0.15%
6,200
+595
279
$415K 0.15%
7,395
+100
280
$413K 0.14%
6,910
-510
281
$412K 0.14%
10,018
-616
282
$411K 0.14%
+22,889
283
$411K 0.14%
9,460
+690
284
$409K 0.14%
18,566
-771
285
$404K 0.14%
19,227
+380
286
$404K 0.14%
9,035
-1,020
287
$403K 0.14%
+3,625
288
$402K 0.14%
10,025
-6,530
289
$400K 0.14%
44,415
-5,265
290
$398K 0.14%
+12,825
291
$392K 0.14%
+6,865
292
$392K 0.14%
10,380
+750
293
$389K 0.14%
2,201
+55
294
$388K 0.14%
112,302
-13,212
295
$388K 0.14%
11,445
-1,010
296
$388K 0.14%
8,585
+580
297
$388K 0.14%
+33,975
298
$387K 0.14%
9,080
-1,070
299
$383K 0.13%
5,225
+1,930
300
$380K 0.13%
16,040
-685
10 11
12
13 14