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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
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
626
$22K 0.01%
1,020
-70
627
$21K 0.01%
300
628
$21K 0.01%
144
-65
629
$21K 0.01%
475
-115
630
$21K 0.01%
680
-45
631
$19K 0.01%
165
-10
632
$19K 0.01%
1,790
-125
633
$19K 0.01%
190
634
$18K 0.01%
+670
635
$18K 0.01%
375
-45,610
636
$17K 0.01%
440
-30
637
$17K 0.01%
625
-45
638
$17K 0.01%
445
639
$17K 0.01%
2,460
-160
640
$17K 0.01%
505
-310
641
$17K 0.01%
225
-55
642
$16K 0.01%
55
-1,335
643
$15K ﹤0.01%
340
-85
644
$15K ﹤0.01%
720
-55
645
$15K ﹤0.01%
65
646
$14K ﹤0.01%
170
647
$14K ﹤0.01%
480
648
$14K ﹤0.01%
225
-55
649
$13K ﹤0.01%
+2,480
650
$13K ﹤0.01%
315
-80
24 25
26
27 28