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
376
$238K 0.1%
4,005
-1,585
377
$238K 0.1%
6,450
-1,105
378
$238K 0.1%
2,755
+5
379
$237K 0.09%
+5,920
380
$231K 0.09%
6,100
+1,060
381
$228K 0.09%
2,790
+95
382
$227K 0.09%
5,970
-15
383
$226K 0.09%
12,160
+75
384
$226K 0.09%
10,200
-125
385
$221K 0.09%
+1,305
386
$220K 0.09%
2,515
387
$219K 0.09%
+5,820
388
$217K 0.09%
3,295
-240
389
$215K 0.09%
23,615
+1,720
390
$215K 0.09%
+9,290
391
$214K 0.09%
+4,415
392
$214K 0.09%
2,052
393
$208K 0.08%
+2,450
394
$202K 0.08%
+4,930
395
$202K 0.08%
+3,135
396
$200K 0.08%
+3,380
397
$192K 0.08%
+18,089
398
$175K 0.07%
24,565
+405
399
$163K 0.07%
+5,224
400
$135K 0.05%
12,940
+690
14 15
16
17 18