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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$946K 0.3%
24,865
-355
102
$938K 0.29%
46,365
-335
103
$934K 0.29%
18,775
+1,610
104
$933K 0.29%
8,531
-235
105
$930K 0.29%
12,753
-850
106
$915K 0.29%
14,325
+2,345
107
$913K 0.29%
17,570
+4,710
108
$912K 0.29%
620
-2
109
$902K 0.28%
13,665
-5
110
$892K 0.28%
22,577
+1,768
111
$877K 0.28%
27,922
-472
112
$872K 0.27%
20,765
-430
113
$865K 0.27%
8,503
-5
114
$861K 0.27%
11,005
-45
115
$859K 0.27%
6,540
+4,055
116
$840K 0.26%
10,485
+412
117
$839K 0.26%
9,465
-35
118
$823K 0.26%
36,177
-807
119
$818K 0.26%
18,470
-220
120
$818K 0.26%
3,782
+2,342
121
$815K 0.26%
12,762
-5,120
122
$813K 0.25%
20,050
-295
123
$804K 0.25%
13,935
+1,385
124
$804K 0.25%
10,605
-250
125
$803K 0.25%
13,500
+1,550
3 4
5
6 7