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
576
$78K 0.02%
+2,196
577
$77K 0.02%
917
-708
578
$77K 0.02%
6,380
-25,860
579
$76K 0.02%
3,035
-3,580
580
$75K 0.02%
1,918
-1,723
581
$75K 0.02%
4,021
+3,021
582
$75K 0.02%
585
583
$75K 0.02%
1,085
+160
584
$73K 0.02%
+645
585
$73K 0.02%
+4,125
586
$73K 0.02%
2,920
+1,265
587
$72K 0.02%
1,385
+170
588
$72K 0.02%
+7,455
589
$72K 0.02%
2,835
-3,009
590
$72K 0.02%
+1,350
591
$71K 0.02%
5,740
-735
592
$71K 0.02%
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593
$70K 0.02%
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594
$70K 0.02%
+865
595
$69K 0.02%
1,660
596
$69K 0.02%
+768
597
$69K 0.02%
5,478
+1,803
598
$68K 0.02%
345
+245
599
$67K 0.02%
+755
600
$66K 0.02%
1,175
22 23
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