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
326
$286K 0.13%
+11,710
327
$285K 0.13%
+36,909
328
$283K 0.13%
+6,445
329
$282K 0.13%
+15,560
330
$282K 0.13%
+7,180
331
$280K 0.13%
+8,500
332
$280K 0.13%
+7,400
333
$280K 0.13%
+17,640
334
$279K 0.13%
+15,452
335
$278K 0.12%
+11,130
336
$278K 0.12%
+7,555
337
$278K 0.12%
+14,820
338
$277K 0.12%
+6,200
339
$274K 0.12%
+3,555
340
$272K 0.12%
+3,775
341
$272K 0.12%
+3,730
342
$271K 0.12%
+9,059
343
$271K 0.12%
+11,925
344
$269K 0.12%
+9,345
345
$267K 0.12%
+2,210
346
$267K 0.12%
+3,870
347
$264K 0.12%
+6,295
348
$264K 0.12%
+11,478
349
$264K 0.12%
+9,865
350
$261K 0.12%
+6,450
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