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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.74M
3
+$1.72M
4
GSK icon
GSK
GSK
+$1.72M
5
AMG icon
Affiliated Managers Group
AMG
+$1.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.86%
2 Technology 12.07%
3 Healthcare 11.5%
4 Financials 10.82%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.33%
+56,420
77
$721K 0.32%
+23,010
78
$711K 0.32%
+30,082
79
$710K 0.32%
+30,185
80
$708K 0.32%
+21,554
81
$697K 0.31%
+20,740
82
$693K 0.31%
+24,180
83
$686K 0.31%
+8,115
84
$684K 0.31%
+827
85
$684K 0.31%
+11,191
86
$684K 0.31%
+28,145
87
$683K 0.31%
+13,270
88
$676K 0.3%
+18,982
89
$676K 0.3%
+13,995
90
$666K 0.3%
+13,114
91
$665K 0.3%
+29,367
92
$660K 0.3%
+18,622
93
$654K 0.29%
+19,645
94
$652K 0.29%
+28,540
95
$650K 0.29%
+14,648
96
$645K 0.29%
+44,141
97
$643K 0.29%
+12,176
98
$640K 0.29%
+11,357
99
$638K 0.29%
+15,836
100
$637K 0.29%
+15,527
2 3
4
5 6