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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.98M
3
+$1.85M
4
AMSG
Amsurg Corp
AMSG
+$1.41M
5
PII icon
Polaris
PII
+$1.33M

Top Sells

1
+$5.4M
2
+$3.16M
3
+$2.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.52M
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
401
$141K 0.04%
3,551
-213
402
$141K 0.04%
1,010
+850
403
$141K 0.04%
4,015
-160
404
$138K 0.04%
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405
$137K 0.04%
4,130
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406
$133K 0.04%
4,890
-190
407
$132K 0.04%
5,155
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408
$132K 0.04%
2,223
-130
409
$131K 0.04%
1,415
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410
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5,927
-3,273
411
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3,360
-143
412
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3,210
-1,515
413
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-185
414
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3,995
-2,195
415
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417
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418
$125K 0.04%
5,925
-345
419
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420
$123K 0.04%
3,085
+455
421
$122K 0.04%
11,360
+2,145
422
$121K 0.04%
+1,310
423
$121K 0.04%
335
-80
424
$120K 0.04%
4,190
-1,900
425
$120K 0.04%
3,825
-15
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17
18 19