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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-515
1002
– –
-1,030
1003
– –
-30,386
1004
– –
-1,650
1005
– –
-900
1006
– –
-10,080
1007
– –
-2,946
1008
– –
-510
1009
– –
-395
1010
– –
-454
1011
– –
-25,600
1012
– –
-93
1013
– –
-128
1014
– –
-282
1015
– –
-7,725
1016
– –
-1,762
1017
– –
-12,572
1018
– –
-90
1019
– –
-1,152
1020
– –
-16,346
1021
– –
-555
1022
– –
-129
1023
– –
-153
1024
– –
-179
1025
– –
-1,280
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