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
$250M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$765K
3
+$667K
4
PRGO icon
Perrigo
PRGO
+$627K
5
CXO
CONCHO RESOURCES INC.
CXO
+$625K

Top Sells

1
+$926K
2
+$753K
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
26
$1.24M 0.5%
14,445
+8,913
27
$1.24M 0.49%
53,935
+2,825
28
$1.23M 0.49%
19,562
+319
29
$1.23M 0.49%
78,085
+4,055
30
$1.22M 0.49%
31,485
+570
31
$1.2M 0.48%
31,182
+4,797
32
$1.19M 0.48%
76,480
+20,060
33
$1.13M 0.45%
11,801
+1,525
34
$1.12M 0.45%
53,134
+5,644
35
$1.12M 0.45%
38,795
+2,045
36
$1.11M 0.45%
22,225
+3,255
37
$1.11M 0.45%
20,022
+2,043
38
$1.11M 0.44%
27,303
-1,984
39
$1.1M 0.44%
8,683
+415
40
$1.1M 0.44%
26,816
-9,580
41
$1.08M 0.43%
66,646
+1,751
42
$1.08M 0.43%
19,130
-770
43
$1.07M 0.43%
24,805
+8,969
44
$1.06M 0.42%
9,735
-150
45
$1.04M 0.42%
14,028
+1,866
46
$1.03M 0.41%
9,686
+5,650
47
$1.02M 0.41%
26,736
+4,615
48
$1.02M 0.41%
8,384
+530
49
$1.02M 0.41%
30,581
-1,242
50
$1.02M 0.41%
14,195
+166
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