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 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10K ﹤0.01%
175
-10
677
$10K ﹤0.01%
455
-110
678
$10K ﹤0.01%
25
-7
679
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150
-1,625
680
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120
-5
681
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259
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682
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230
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683
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415
-105
684
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320
-90
685
$10K ﹤0.01%
125
686
$9K ﹤0.01%
821
-203
687
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245
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$9K ﹤0.01%
297
+22
689
$9K ﹤0.01%
95
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692
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694
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380
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695
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+500
696
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220
-55
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$7K ﹤0.01%
+295
698
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160
-40
699
$7K ﹤0.01%
350
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700
$6K ﹤0.01%
220
26 27
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29 30