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
476
$79K 0.02%
1,750
-580
477
$78K 0.02%
3,210
478
$78K 0.02%
+635
479
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$77K 0.02%
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482
$77K 0.02%
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483
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484
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2,514
-70
485
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486
$72K 0.02%
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487
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488
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15,882
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$66K 0.02%
2,236
-261
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$66K 0.02%
1,518
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499
$66K 0.02%
1,950
500
$66K 0.02%
519
-55
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