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
601
$66K 0.02%
+2,161
602
$66K 0.02%
402
-217
603
$63K 0.02%
+2,685
604
$63K 0.02%
2,220
+895
605
$63K 0.02%
1,380
-1,570
606
$63K 0.02%
+641
607
$63K 0.02%
1,495
-805
608
$62K 0.02%
860
609
$62K 0.02%
450
-60
610
$62K 0.02%
1,815
-240
611
$62K 0.02%
+1,351
612
$62K 0.02%
1,943
-2,162
613
$61K 0.02%
+1,360
614
$60K 0.02%
+880
615
$60K 0.02%
+4,160
616
$59K 0.02%
720
+50
617
$58K 0.02%
+1,725
618
$58K 0.02%
1,200
-1,423
619
$58K 0.02%
+2,530
620
$57K 0.02%
+1,360
621
$56K 0.02%
625
622
$55K 0.01%
576
-50
623
$54K 0.01%
2,365
-305
624
$53K 0.01%
2,615
+1,113
625
$52K 0.01%
+2,500
23 24
25
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