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
376
$217K 0.1%
+10,794
377
$216K 0.1%
+21,895
378
$215K 0.1%
+46,767
379
$213K 0.1%
+2,289
380
$213K 0.1%
+1,470
381
$213K 0.1%
+3,625
382
$209K 0.09%
+2,750
383
$204K 0.09%
+3,530
384
$204K 0.09%
+2,375
385
$203K 0.09%
+2,052
386
$202K 0.09%
+5,040
387
$202K 0.09%
+2,695
388
$201K 0.09%
+8,320
389
$196K 0.09%
+24,375
390
$190K 0.09%
+12,085
391
$182K 0.08%
+13,315
392
$159K 0.07%
+24,160
393
$150K 0.07%
+14,400
394
$116K 0.05%
+12,250
395
$90K 0.04%
+14,230
396
$52K 0.02%
+11,435
397
$43K 0.02%
+1,601
398
$35K 0.02%
+1,587
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