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
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1
+$944K
2
+$817K
3
+$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$249K 0.09%
+2,330
377
$247K 0.09%
2,730
+280
378
$247K 0.09%
3,850
-690
379
$246K 0.09%
+3,040
380
$246K 0.09%
+6,250
381
$246K 0.09%
4,125
-6,725
382
$245K 0.09%
4,535
-775
383
$244K 0.09%
2,720
-1,980
384
$243K 0.08%
21,220
+1,545
385
$242K 0.08%
3,410
+275
386
$239K 0.08%
3,665
+285
387
$239K 0.08%
2,052
388
$239K 0.08%
12,485
-1,590
389
$239K 0.08%
8,585
-705
390
$237K 0.08%
2,990
-535
391
$237K 0.08%
+4,515
392
$233K 0.08%
+3,315
393
$233K 0.08%
+4,725
394
$233K 0.08%
3,185
-580
395
$232K 0.08%
+2,055
396
$231K 0.08%
3,110
-510
397
$229K 0.08%
4,220
-195
398
$224K 0.08%
2,185
-330
399
$223K 0.08%
+3,267
400
$219K 0.08%
+7,072
14 15
16
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