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
501
$65K 0.02%
2,015
-345
502
$64K 0.02%
1,360
-525
503
$64K 0.02%
1,210
-15,088
504
$64K 0.02%
2,270
-380
505
$63K 0.02%
+840
506
$63K 0.02%
1,190
-354
507
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2,595
+910
508
$62K 0.02%
33,440
+3,565
509
$62K 0.02%
930
-360
510
$62K 0.02%
2,775
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511
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1,620
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512
$60K 0.02%
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513
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514
$59K 0.02%
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515
$58K 0.02%
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865
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$56K 0.02%
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521
$56K 0.02%
6,802
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522
$56K 0.02%
650
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523
$55K 0.02%
390
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524
$55K 0.02%
690
-265
525
$55K 0.02%
300
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