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
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1
+$944K
2
+$817K
3
+$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.39%
116,091
+1,422
52
$1.11M 0.39%
67,234
+588
53
$1.1M 0.39%
38,220
-575
54
$1.1M 0.38%
5,071
-285
55
$1.1M 0.38%
12,580
+2,570
56
$1.09M 0.38%
14,108
+5,693
57
$1.08M 0.38%
40,612
+4,806
58
$1.07M 0.37%
40,590
+5,260
59
$1.07M 0.37%
9,536
-150
60
$1.05M 0.37%
17,966
+6,240
61
$1.05M 0.37%
14,926
-945
62
$1.01M 0.35%
19,005
-5
63
$1.01M 0.35%
9,101
-439
64
$1.01M 0.35%
11,260
+135
65
$993K 0.35%
29,285
+5,304
66
$967K 0.34%
62,105
+25,845
67
$964K 0.34%
13,447
-251
68
$950K 0.33%
402,475
-38,405
69
$946K 0.33%
9,752
+1,635
70
$932K 0.33%
28,330
+9,185
71
$931K 0.33%
12,545
+4,595
72
$913K 0.32%
10,045
-4,400
73
$909K 0.32%
29,680
+135
74
$903K 0.32%
777
-10
75
$889K 0.31%
9,625
+253
1 2
3
4 5