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
326
$194K 0.06%
3,746
-219
327
$194K 0.06%
4,360
-1,025
328
$192K 0.06%
312
+10
329
$191K 0.06%
+6,410
330
$190K 0.06%
3,050
+145
331
$189K 0.06%
3,500
-325
332
$189K 0.06%
6,920
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333
$188K 0.06%
907
-50
334
$187K 0.06%
6,135
-1,375
335
$186K 0.06%
27,720
-9,520
336
$186K 0.06%
+3,535
337
$186K 0.06%
+2,445
338
$185K 0.06%
10,853
-424
339
$184K 0.06%
3,920
-220
340
$184K 0.06%
7,801
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341
$184K 0.06%
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342
$184K 0.06%
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343
$183K 0.06%
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+2,430
344
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345
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+190
346
$182K 0.06%
+4,593
347
$182K 0.06%
3,528
-206
348
$182K 0.06%
1,825
-100
349
$180K 0.06%
7,370
-290
350
$180K 0.06%
12,190
+570
12 13
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