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
176
$490K 0.22%
+78,900
177
$490K 0.22%
+23,290
178
$489K 0.22%
+6,161
179
$489K 0.22%
+17,705
180
$487K 0.22%
+12,645
181
$487K 0.22%
+1,655
182
$485K 0.22%
+23,975
183
$482K 0.22%
+19,983
184
$482K 0.22%
+16,280
185
$480K 0.22%
+9,430
186
$480K 0.22%
+6,205
187
$478K 0.21%
+50,575
188
$475K 0.21%
+79,806
189
$472K 0.21%
+13,895
190
$472K 0.21%
+31,824
191
$472K 0.21%
+6,656
192
$469K 0.21%
+5,453
193
$468K 0.21%
+23,962
194
$467K 0.21%
+12,640
195
$466K 0.21%
+36,235
196
$464K 0.21%
+31,890
197
$464K 0.21%
+13,561
198
$464K 0.21%
+7,531
199
$464K 0.21%
+28,305
200
$463K 0.21%
+11,285
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