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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.74M
3
+$1.72M
4
GSK icon
GSK
GSK
+$1.72M
5
AMG icon
Affiliated Managers Group
AMG
+$1.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.86%
2 Technology 12.07%
3 Healthcare 11.5%
4 Financials 10.82%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.48%
+29,287
27
$1.04M 0.47%
+43,405
28
$1.03M 0.46%
+10,220
29
$1.03M 0.46%
+19,900
30
$1.02M 0.46%
+20,379
31
$1.02M 0.46%
+64,895
32
$1M 0.45%
+16,845
33
$988K 0.44%
+18,285
34
$987K 0.44%
+19,243
35
$985K 0.44%
+37,868
36
$980K 0.44%
+25,010
37
$961K 0.43%
+36,750
38
$950K 0.43%
+8,268
39
$943K 0.42%
+9,885
40
$940K 0.42%
+16,836
41
$929K 0.42%
+7,854
42
$928K 0.42%
+505
43
$923K 0.41%
+18,770
44
$919K 0.41%
+14,029
45
$917K 0.41%
+10,276
46
$908K 0.41%
+18,970
47
$900K 0.4%
+26,385
48
$896K 0.4%
+63,280
49
$896K 0.4%
+17,979
50
$890K 0.4%
+12,162
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