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
501
$155K 0.04%
+4,505
502
$154K 0.04%
+4,295
503
$152K 0.04%
+4,020
504
$151K 0.04%
1,935
+75
505
$150K 0.04%
1,411
-705
506
$147K 0.04%
+4,180
507
$146K 0.04%
9,955
-2,904
508
$144K 0.04%
+2,435
509
$141K 0.04%
4,465
+180
510
$140K 0.04%
805
-475
511
$136K 0.04%
4,580
+1,360
512
$135K 0.04%
+4,609
513
$134K 0.04%
5,525
-5,090
514
$133K 0.04%
2,825
-324
515
$129K 0.03%
12,410
+520
516
$125K 0.03%
1,570
517
$125K 0.03%
3,205
-47,065
518
$123K 0.03%
2,585
-1,375
519
$121K 0.03%
2,175
520
$120K 0.03%
7,090
+6,903
521
$118K 0.03%
1,071
+151
522
$117K 0.03%
2,336
-1,391
523
$116K 0.03%
1,230
-926
524
$116K 0.03%
1,070
+170
525
$115K 0.03%
4,422
+302
19 20
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