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
376
$161K 0.05%
2,525
+104
377
$160K 0.05%
5,854
+270
378
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12,550
-730
379
$158K 0.05%
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380
$158K 0.05%
2,236
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381
$158K 0.05%
12,020
-705
382
$157K 0.05%
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383
$157K 0.05%
+2,420
384
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8,340
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385
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386
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-155
387
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389
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+3,675
390
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11,468
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391
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393
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770
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394
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5,294
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396
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25
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398
$145K 0.05%
4,374
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399
$144K 0.05%
11,840
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400
$143K 0.04%
6,550
-385
14 15
16
17 18