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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
1051
– –
-2,345
1052
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-3,065
1053
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0
1054
$0 ﹤0.01%
+52
1055
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0
1056
– –
-1,075
1057
– –
-88,000
1058
– –
0
1059
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0
1060
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0
1061
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0
1062
– –
-10,505
1063
– –
0
1064
– –
0
1065
$0 ﹤0.01%
+2
1066
– –
0
1067
– –
-17,759
1068
– –
-16,551
1069
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0
1070
– –
-100
1071
– –
0
1072
– –
-120
1073
$0 ﹤0.01%
+3
1074
$0 ﹤0.01%
+1
1075
– –
0
41 42
43
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