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
301
$307K 0.14%
+3,400
302
$307K 0.14%
+18,898
303
$306K 0.14%
+9,645
304
$306K 0.14%
+31,830
305
$304K 0.14%
+9,820
306
$302K 0.14%
+6,879
307
$301K 0.14%
+1,965
308
$300K 0.13%
+9,821
309
$300K 0.13%
+8,655
310
$299K 0.13%
+11,380
311
$299K 0.13%
+9,240
312
$297K 0.13%
+3,135
313
$296K 0.13%
+11,180
314
$295K 0.13%
+13,540
315
$293K 0.13%
+7,067
316
$293K 0.13%
+5,020
317
$293K 0.13%
+7,875
318
$292K 0.13%
+8,391
319
$291K 0.13%
+12,255
320
$290K 0.13%
+4,840
321
$289K 0.13%
+4,900
322
$289K 0.13%
+7,730
323
$289K 0.13%
+9,630
324
$289K 0.13%
+12,215
325
$287K 0.13%
+11,615
11 12
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