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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$185K 0.05%
6,535
+220
477
$185K 0.05%
+2,900
478
$182K 0.05%
+3,335
479
$181K 0.05%
4,900
+160
480
$179K 0.05%
4,260
+60
481
$178K 0.05%
2,845
+170
482
$178K 0.05%
2,422
+226
483
$178K 0.05%
5,770
-572
484
$169K 0.05%
4,361
+159
485
$169K 0.05%
1,955
-100
486
$168K 0.05%
19,711
+5,786
487
$165K 0.04%
5,270
+3,075
488
$164K 0.04%
3,840
+2,205
489
$164K 0.04%
22,680
+845
490
$163K 0.04%
5,315
+190
491
$163K 0.04%
8,427
+1,675
492
$161K 0.04%
6,540
493
$160K 0.04%
3,798
+202
494
$160K 0.04%
+2,600
495
$159K 0.04%
2,915
+185
496
$158K 0.04%
3,265
+195
497
$157K 0.04%
+3,085
498
$157K 0.04%
5,030
+210
499
$156K 0.04%
2,195
+60
500
$156K 0.04%
+4,820
18 19
20
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