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
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
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-13,050
406
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-3,625
407
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-3,775
408
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-142,700
409
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-17,780
410
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-3,530
411
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-7,730
412
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-8,620
413
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-19,400
414
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-16,611
415
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-79,806
416
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-23,010
417
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-6,020
418
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-8,100
419
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-7,400
420
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-15,240
421
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-31,824
422
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-11,170
423
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-4,776
424
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-8,320
425
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-13,675
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