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
351
$257K 0.12%
+5,360
352
$256K 0.11%
+3,540
353
$250K 0.11%
+4,485
354
$250K 0.11%
+20,800
355
$249K 0.11%
+35,800
356
$242K 0.11%
+3,620
357
$241K 0.11%
+9,835
358
$241K 0.11%
+10,910
359
$240K 0.11%
+3,775
360
$239K 0.11%
+27,041
361
$236K 0.11%
+6,593
362
$236K 0.11%
+4,525
363
$234K 0.11%
+5,985
364
$233K 0.1%
+7,390
365
$233K 0.1%
+10,325
366
$231K 0.1%
+3,535
367
$229K 0.1%
+2,515
368
$229K 0.1%
+3,785
369
$229K 0.1%
+15,985
370
$228K 0.1%
+48,500
371
$227K 0.1%
+5,035
372
$224K 0.1%
+4,776
373
$221K 0.1%
+8,170
374
$220K 0.1%
+3,525
375
$220K 0.1%
+3,635
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