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IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

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
+$2.03M

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
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-129
1002
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-153
1003
– –
-179
1004
– –
-1,280
1005
– –
-915
1006
– –
-2,771
1007
– –
-1,045
1008
– –
-213
1009
– –
-1,644
1010
– –
-1,570
1011
– –
-850
1012
– –
-21,915
1013
– –
-888
1014
– –
-2,185
1015
– –
-1,150
1016
– –
-2,550
1017
– –
-249
1018
– –
-1,607
1019
– –
-1,139
1020
– –
-36,160
1021
– –
-32
1022
– –
-44,505
1023
– –
-6,305
1024
– –
-127
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