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
451
$97K 0.03%
5,650
-8,290
452
$96K 0.03%
1,033
-160
453
$95K 0.03%
950
+205
454
$95K 0.03%
445
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455
$95K 0.03%
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456
$94K 0.03%
745
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457
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810
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458
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3,050
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459
$92K 0.03%
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-717
460
$90K 0.03%
288
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461
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1,285
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462
$88K 0.03%
1,320
-345
463
$88K 0.03%
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464
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17,380
-2,205
465
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1,102
466
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467
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1,100
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468
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595
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469
$81K 0.03%
3,185
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470
$81K 0.03%
2,930
+1,970
471
$81K 0.03%
+1,165
472
$81K 0.03%
5,675
-1,575
473
$81K 0.03%
1,113
+320
474
$80K 0.03%
1,605
-205
475
$79K 0.02%
3,195
-1,160
17 18
19
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