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
676
$30K 0.01%
1,340
-1,710
677
$29K 0.01%
+1,070
678
$29K 0.01%
+1,667
679
$29K 0.01%
+435
680
$28K 0.01%
1,330
-6,070
681
$28K 0.01%
615
682
$27K 0.01%
450
-445
683
$27K 0.01%
400
684
$27K 0.01%
+1,645
685
$27K 0.01%
1,110
-1,395
686
$26K 0.01%
870
-1,105
687
$26K 0.01%
2,600
-2,780
688
$26K 0.01%
1,520
-1,925
689
$26K 0.01%
520
690
$25K 0.01%
760
-960
691
$24K 0.01%
1,550
-1,965
692
$23K 0.01%
1
-4
693
$22K 0.01%
255
694
$22K 0.01%
469
695
$21K 0.01%
1,560
-2,000
696
$21K 0.01%
595
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697
$20K 0.01%
110
698
$19K 0.01%
+217
699
$19K 0.01%
1,449
-19,258
700
$19K 0.01%
260
-5,143
26 27
28
29 30