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
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1
+$944K
2
+$817K
3
+$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.53%
38,349
+13,544
27
$1.51M 0.53%
56,894
+1,492
28
$1.48M 0.52%
37,037
-73
29
$1.48M 0.52%
10,705
+195
30
$1.45M 0.51%
55,945
+2,010
31
$1.43M 0.5%
79,740
+1,655
32
$1.42M 0.5%
63,166
+6,184
33
$1.38M 0.48%
10,720
+985
34
$1.38M 0.48%
43,924
-2,327
35
$1.37M 0.48%
24,860
+7,500
36
$1.33M 0.47%
66,900
+25,400
37
$1.3M 0.46%
31,665
+180
38
$1.29M 0.45%
12,131
+330
39
$1.28M 0.45%
27,031
+273
40
$1.26M 0.44%
20,459
+437
41
$1.26M 0.44%
26,390
+7,038
42
$1.25M 0.44%
10,004
+1,620
43
$1.22M 0.43%
41,737
+13,047
44
$1.22M 0.42%
26,687
-616
45
$1.2M 0.42%
42,840
+16,261
46
$1.19M 0.42%
23,626
-3,190
47
$1.18M 0.41%
20,975
-1,250
48
$1.16M 0.4%
30,930
+349
49
$1.13M 0.4%
38,954
+8,538
50
$1.12M 0.39%
27,076
+340
1
2
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