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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
426
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-27,041
427
– –
-3,625
428
– –
-9,345
429
– –
-8,100
430
– –
-7,400
431
– –
-142,700
432
– –
-17,780
433
– –
-3,530
434
– –
-7,730
435
– –
-8,620
436
– –
-15,240
437
– –
-3,625
438
– –
-3,775
439
– –
-19,400
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