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
751
– –
-250
752
– –
-38,870
753
– –
-435
754
– –
-8,750
755
$0 ﹤0.01%
2
756
– –
-1,450
757
– –
-2,135
758
– –
-1,170
759
– –
-215
760
– –
-180
761
– –
-11,125
762
– –
-1
763
– –
-530
764
– –
-4,435
765
– –
-6,500
766
– –
-2,004
767
– –
-645
768
– –
-4,082
769
– –
-585
770
– –
-865
771
– –
-1,885
772
– –
-26,415
773
– –
-8,302
774
– –
-1,178
775
– –
-18,462
28 29 30
31
32