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
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.04M
3
+$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1
+$944K
2
+$817K
3
+$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.27%
19,654
-240
102
$770K 0.27%
17,815
+1,247
103
$767K 0.27%
14,554
+3,455
104
$758K 0.26%
23,689
-1,380
105
$758K 0.26%
35,023
+1,005
106
$751K 0.26%
12,875
+367
107
$746K 0.26%
10,617
+244
108
$742K 0.26%
44,233
-2,983
109
$740K 0.26%
37,865
-4,223
110
$740K 0.26%
43,992
-375
111
$739K 0.26%
16,100
+3,000
112
$737K 0.26%
12,750
-255
113
$736K 0.26%
89,888
+2,268
114
$731K 0.26%
9,127
+437
115
$731K 0.26%
+6,110
116
$729K 0.25%
32,800
-1,209
117
$728K 0.25%
17,803
-151
118
$727K 0.25%
11,368
+1,037
119
$726K 0.25%
9,099
-4,929
120
$726K 0.25%
9,475
-219
121
$723K 0.25%
4,080
+1,440
122
$720K 0.25%
10,572
-362
123
$719K 0.25%
4,685
-2,610
124
$712K 0.25%
+31,050
125
$699K 0.24%
7,517
-252
3 4
5
6 7