IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
This Quarter Return
+8.69%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$26.9M
(+12%)
Cap. Flow
+$7.89M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
6.99%
Holding
469
New
44
Increased
198
Reduced
175
Closed
35
Top Buys
| 1 |
Clean Harbors
CLH
|
$864K |
| 2 |
F5
FFIV
|
$765K |
| 3 |
CSX Corp
CSX
|
$667K |
| 4 |
Perrigo
PRGO
|
$627K |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$625K |
Top Sells
| 1 |
Affiliated Managers Group
AMG
|
$926K |
| 2 |
OGE Energy
OGE
|
$753K |
| 3 |
Columbia Sportswear
COLM
|
$721K |
| 4 |
TIVO
Tivo Inc
TIVO
|
$652K |
| 5 |
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% |
