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
151
$544K 0.24%
+27,700
152
$539K 0.24%
+15,090
153
$539K 0.24%
+19,400
154
$539K 0.24%
+2,383
155
$537K 0.24%
+5,822
156
$534K 0.24%
+8,610
157
$528K 0.24%
+10,200
158
$526K 0.24%
+23,405
159
$526K 0.24%
+13,090
160
$521K 0.23%
+73
161
$521K 0.23%
+22,046
162
$519K 0.23%
+21,190
163
$519K 0.23%
+7,190
164
$513K 0.23%
+9,381
165
$513K 0.23%
+10,310
166
$513K 0.23%
+6,255
167
$512K 0.23%
+7,400
168
$511K 0.23%
+127,653
169
$510K 0.23%
+14,320
170
$505K 0.23%
+19,650
171
$504K 0.23%
+8,565
172
$502K 0.23%
+4,628
173
$501K 0.22%
+8,838
174
$500K 0.22%
+366,085
175
$493K 0.22%
+12,265
5 6
7
8 9