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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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-4,055
1027
– –
0
1028
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0
1029
– –
-22,410
1030
– –
-715
1031
$0 ﹤0.01%
7
-1,633
1032
– –
0
1033
$0 ﹤0.01%
+12
1034
– –
0
1035
– –
0
1036
– –
-68,236
1037
– –
0
1038
– –
-4,415
1039
– –
0
1040
– –
0
1041
– –
-7,965
1042
– –
0
1043
– –
0
1044
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0
1045
– –
0
1046
– –
-1,970
1047
– –
-36,027
1048
– –
0
1049
– –
0
1050
– –
0
40 41
42
43 44