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 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$657K 0.21%
10,420
+395
177
$656K 0.21%
12,629
+1,940
178
$654K 0.21%
17,365
-360
179
$653K 0.2%
34,980
+150
180
$644K 0.2%
22,309
-3,685
181
$643K 0.2%
10,033
-630
182
$641K 0.2%
13,885
-350
183
$641K 0.2%
55,210
-1,025
184
$638K 0.2%
12,258
185
$637K 0.2%
18,020
+3,360
186
$635K 0.2%
4,044
-1,099
187
$625K 0.2%
3,435
+175
188
$622K 0.2%
87,750
-28,750
189
$608K 0.19%
21,695
-10
190
$607K 0.19%
13,800
-255
191
$607K 0.19%
9,050
+1,385
192
$604K 0.19%
15,380
-16,086
193
$604K 0.19%
7,650
-400
194
$603K 0.19%
7,685
-455
195
$602K 0.19%
17,215
-295
196
$599K 0.19%
5,872
+205
197
$596K 0.19%
+4,286
198
$591K 0.19%
6,660
-390
199
$589K 0.18%
5,820
-6,965
200
$586K 0.18%
5,323
-210
6 7
8
9 10