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
426
$119K 0.04%
2,905
427
$118K 0.04%
1,850
-305
428
$118K 0.04%
1,800
+535
429
$117K 0.04%
925
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430
$116K 0.04%
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431
$113K 0.04%
2,249
-206
432
$112K 0.04%
1,385
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433
$111K 0.03%
1,405
-370
434
$108K 0.03%
8,575
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435
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2,530
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436
$107K 0.03%
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-220
437
$105K 0.03%
4,120
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438
$103K 0.03%
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440
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2,340
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2,600
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6,350
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445
$99K 0.03%
3,410
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446
$98K 0.03%
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447
$98K 0.03%
2,065
-275
448
$97K 0.03%
1,645
449
$97K 0.03%
775
-85
450
$97K 0.03%
7,615
-965
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