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
351
$179K 0.06%
5,460
-150
352
$179K 0.06%
13,630
-795
353
$179K 0.06%
3,015
-675
354
$178K 0.06%
11,140
+1,730
355
$178K 0.06%
6,540
356
$178K 0.06%
3,756
-217
357
$177K 0.06%
5,545
-215
358
$176K 0.06%
11,280
-655
359
$175K 0.05%
3,360
-200
360
$174K 0.05%
7,462
-437
361
$174K 0.05%
7,300
+345
362
$173K 0.05%
2,448
-145
363
$172K 0.05%
3,530
+2,520
364
$171K 0.05%
10,175
-590
365
$170K 0.05%
8,255
+3,585
366
$169K 0.05%
7,815
+2,390
367
$169K 0.05%
5,945
+295
368
$168K 0.05%
28,223
+3,173
369
$167K 0.05%
+3,500
370
$166K 0.05%
7,305
-415
371
$166K 0.05%
18,335
+17,110
372
$164K 0.05%
3,900
-155
373
$164K 0.05%
2,115
+95
374
$163K 0.05%
5,531
-319
375
$163K 0.05%
2,625
+125
13 14
15
16 17