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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
1226
$0 ﹤0.01%
+4
1227
$0 ﹤0.01%
+3
1228
– –
-145
1229
– –
-2,695
1230
– –
0
1231
– –
0
1232
$0 ﹤0.01%
+23
1233
– –
0
1234
– –
0
1235
$0 ﹤0.01%
+10
1236
– –
-3,270
1237
– –
-330
1238
– –
0
1239
– –
0
1240
– –
0
1241
$0 ﹤0.01%
+12
1242
– –
0
1243
– –
0
1244
– –
-5,310
1245
– –
0
1246
– –
-680
1247
– –
0
1248
– –
0
1249
– –
0
1250
– –
-52,132
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