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
651
$43K 0.01%
715
652
$42K 0.01%
+820
653
$42K 0.01%
+1,775
654
$42K 0.01%
+1,700
655
$41K 0.01%
+1,225
656
$39K 0.01%
2,575
657
$39K 0.01%
1,340
-1,715
658
$38K 0.01%
+820
659
$38K 0.01%
+900
660
$37K 0.01%
+485
661
$36K 0.01%
+2,647
662
$35K 0.01%
+920
663
$35K 0.01%
+1,860
664
$35K 0.01%
+2,835
665
$33K 0.01%
+1,450
666
$33K 0.01%
+710
667
$33K 0.01%
+670
668
$33K 0.01%
2,710
+445
669
$32K 0.01%
+2,315
670
$32K 0.01%
947
-1,289
671
$32K 0.01%
900
672
$31K 0.01%
+1,725
673
$31K 0.01%
+2,105
674
$31K 0.01%
1,660
-2,110
675
$31K 0.01%
1,105
-2,098
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