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
276
$278K 0.09%
1,830
+1,030
277
$274K 0.09%
5,005
-380
278
$272K 0.09%
9,710
+270
279
$271K 0.09%
55,909
+2,653
280
$263K 0.08%
3,155
-170
281
$263K 0.08%
7,360
+140
282
$263K 0.08%
+8,600
283
$261K 0.08%
+11,255
284
$261K 0.08%
2,375
-130
285
$257K 0.08%
3,840
+185
286
$255K 0.08%
4,841
+128
287
$251K 0.08%
7,980
-2,855
288
$250K 0.08%
2,265
+80
289
$249K 0.08%
11,670
+2,865
290
$248K 0.08%
3,220
-185
291
$248K 0.08%
10,830
+2,440
292
$248K 0.08%
13,510
+325
293
$244K 0.08%
2,066
-117
294
$237K 0.07%
3,445
-200
295
$236K 0.07%
5,275
+2,555
296
$234K 0.07%
3,225
+150
297
$232K 0.07%
6,105
+285
298
$230K 0.07%
26,895
+4,660
299
$229K 0.07%
5,120
-280
300
$228K 0.07%
10,320
+2,632
10 11
12
13 14