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
$250M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$765K
3
+$667K
4
PRGO icon
Perrigo
PRGO
+$627K
5
CXO
CONCHO RESOURCES INC.
CXO
+$625K

Top Sells

1
+$926K
2
+$753K
3
+$721K
4
TIVO
Tivo Inc
TIVO
+$652K
5
LRCX icon
Lam Research
LRCX
+$633K

Sector Composition

1 Industrials 14.15%
2 Technology 12.95%
3 Healthcare 11.22%
4 Financials 10.61%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$280K 0.11%
6,786
-769
352
$280K 0.11%
11,565
-360
353
$278K 0.11%
1,470
354
$277K 0.11%
9,830
-35
355
$276K 0.11%
3,995
+125
356
$275K 0.11%
4,740
-295
357
$270K 0.11%
3,775
-10
358
$268K 0.11%
3,120
-280
359
$265K 0.11%
8,265
+95
360
$265K 0.11%
9,310
-525
361
$263K 0.11%
2,515
-680
362
$262K 0.1%
3,670
+130
363
$260K 0.1%
3,765
-10
364
$255K 0.1%
3,620
365
$254K 0.1%
4,575
+50
366
$249K 0.1%
2,759
+470
367
$248K 0.1%
3,525
368
$247K 0.1%
4,540
+55
369
$244K 0.1%
+7,180
370
$244K 0.1%
6,563
-30
371
$244K 0.1%
3,225
-330
372
$244K 0.1%
10,782
-12
373
$243K 0.1%
+3,182
374
$242K 0.1%
+5,310
375
$241K 0.1%
+8,425
13 14
15
16 17