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
126
$584K 0.26%
+35,448
127
$582K 0.26%
+20,399
128
$579K 0.26%
+12,038
129
$578K 0.26%
+15,155
130
$577K 0.26%
+10,349
131
$576K 0.26%
+7,441
132
$576K 0.26%
+41,500
133
$575K 0.26%
+26,426
134
$570K 0.26%
+25,977
135
$570K 0.26%
+38,227
136
$567K 0.25%
+16,611
137
$565K 0.25%
+12,398
138
$565K 0.25%
+15,189
139
$563K 0.25%
+7,765
140
$563K 0.25%
+21,408
141
$563K 0.25%
+14,205
142
$559K 0.25%
+14,734
143
$557K 0.25%
+36,690
144
$554K 0.25%
+6,970
145
$553K 0.25%
+40,935
146
$553K 0.25%
+38,700
147
$551K 0.25%
+6,423
148
$550K 0.25%
+24,513
149
$545K 0.24%
+12,965
150
$545K 0.24%
+17,270
4 5
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