IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$402K 0.11%
8,110
302
$402K 0.11%
9,900
-3,735
303
$402K 0.11%
16,593
-1,425
304
$400K 0.11%
8,975
-5,690
305
$399K 0.11%
+53,265
306
$398K 0.11%
8,330
-1,230
307
$397K 0.11%
8,040
-350
308
$397K 0.11%
6,755
-1,245
309
$396K 0.11%
19,605
-1,869
310
$395K 0.11%
6,435
+510
311
$395K 0.11%
9,215
-430
312
$394K 0.11%
21,510
-5,820
313
$393K 0.11%
+28,450
314
$393K 0.11%
5,319
-844
315
$391K 0.11%
2,435
+2,315
316
$390K 0.11%
12,768
-26,165
317
$389K 0.1%
+23,815
318
$388K 0.1%
+4,410
319
$387K 0.1%
13,475
-825
320
$386K 0.1%
10,375
+220
321
$386K 0.1%
+5,070
322
$386K 0.1%
4,515
+30
323
$386K 0.1%
+14,740
324
$386K 0.1%
3,695
-785
325
$383K 0.1%
+8,760
11 12
13
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