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
101
$636K 0.29%
+8,520
102
$635K 0.28%
+5,110
103
$634K 0.28%
+10,263
104
$633K 0.28%
+142,700
105
$629K 0.28%
+13,675
106
$628K 0.28%
+37,002
107
$620K 0.28%
+9,865
108
$617K 0.28%
+10,095
109
$613K 0.28%
+10,493
110
$613K 0.28%
+4,128
111
$607K 0.27%
+14,845
112
$606K 0.27%
+28,310
113
$604K 0.27%
+11,744
114
$604K 0.27%
+23,455
115
$603K 0.27%
+4,825
116
$602K 0.27%
+8,685
117
$602K 0.27%
+30,374
118
$599K 0.27%
+8,945
119
$597K 0.27%
+68,110
120
$594K 0.27%
+6,250
121
$593K 0.27%
+18,634
122
$593K 0.27%
+13,410
123
$591K 0.27%
+9,350
124
$589K 0.26%
+8,041
125
$586K 0.26%
+13,854
3 4
5
6 7