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IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$822K
2
+$758K
3
+$653K
4
PRGO icon
Perrigo
PRGO
+$635K
5
ST icon
Sensata Technologies
ST
+$583K

Top Sells

1
+$900K
2
+$754K
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
401
$94K 0.04%
14,230
402
$67K 0.03%
1,593
-8
403
$49K 0.02%
11,435
404
$24K 0.01%
1,454
-133
405
– –
-16,611
406
– –
-79,806
407
– –
-23,010
408
– –
-6,020
409
– –
-31,824
410
– –
-4,776
411
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-8,320
412
– –
-13,675
413
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-28,540
414
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-7,390
415
– –
-2,375
416
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-10,450
417
– –
-24,375
418
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-11,615
419
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-4,110
420
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-3,635
421
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-14,325
422
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-13,050
423
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-14,400
424
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-11,170
425
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-6,445
14 15 16
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