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
301
$227K 0.07%
+2,175
302
$225K 0.07%
1,980
-115
303
$223K 0.07%
1,145
+110
304
$222K 0.07%
2,910
+65
305
$221K 0.07%
6,926
-335
306
$220K 0.07%
1,881
-326
307
$220K 0.07%
8,936
-2,660
308
$218K 0.07%
7,995
-460
309
$217K 0.07%
7,660
+360
310
$215K 0.07%
12,820
+600
311
$214K 0.07%
28,710
-1,120
312
$213K 0.07%
7,975
+7,170
313
$213K 0.07%
3,625
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314
$211K 0.07%
2,510
-350
315
$209K 0.07%
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-1,495
316
$206K 0.06%
2,125
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317
$205K 0.06%
2,605
-1,235
318
$205K 0.06%
5,500
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319
$204K 0.06%
5,355
-270
320
$204K 0.06%
+2,640
321
$202K 0.06%
4,770
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322
$202K 0.06%
8,505
-1,445
323
$201K 0.06%
3,478
-105
324
$199K 0.06%
16,812
-967
325
$197K 0.06%
11,290
+1,540
11 12
13
14 15