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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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505
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-36,625
506
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507
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508
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-10,870
509
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-17,960
510
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-89,888
511
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-38,220
512
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513
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-28,560
514
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-4,840
515
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-5,750
516
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-13,770
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