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
$250M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$765K
3
+$667K
4
PRGO icon
Perrigo
PRGO
+$627K
5
CXO
CONCHO RESOURCES INC.
CXO
+$625K

Top Sells

1
+$926K
2
+$753K
3
+$721K
4
TIVO
Tivo Inc
TIVO
+$652K
5
LRCX icon
Lam Research
LRCX
+$633K

Sector Composition

1 Industrials 14.15%
2 Technology 12.95%
3 Healthcare 11.22%
4 Financials 10.61%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.4%
23,111
+2,289
52
$1.01M 0.4%
17,360
-1,410
53
$984K 0.39%
114,669
+77,760
54
$978K 0.39%
5,356
-5,070
55
$973K 0.39%
16,020
+7,455
56
$970K 0.39%
15,871
-965
57
$965K 0.39%
13,698
+579
58
$954K 0.38%
19,010
-290
59
$944K 0.38%
18,255
-380
60
$915K 0.37%
35,806
+2,721
61
$908K 0.36%
7,026
+776
62
$900K 0.36%
7,295
+5,085
63
$890K 0.36%
44,367
+2,805
64
$879K 0.35%
19,352
+759
65
$879K 0.35%
9,540
+148
66
$867K 0.35%
10,010
+750
67
$865K 0.35%
23,981
-20,879
68
$864K 0.35%
+14,730
69
$854K 0.34%
13,000
+7,690
70
$852K 0.34%
20,430
-310
71
$848K 0.34%
440,880
+74,795
72
$842K 0.34%
19,108
-622
73
$829K 0.33%
30,416
-1,660
74
$822K 0.33%
28,690
-7,305
75
$817K 0.33%
35,330
+18,210
1 2
3
4 5