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
201
$463K 0.21%
+23,955
202
$460K 0.21%
+2,745
203
$446K 0.2%
+14,010
204
$441K 0.2%
+12,560
205
$438K 0.2%
+6,680
206
$436K 0.2%
+7,150
207
$434K 0.19%
+13,990
208
$433K 0.19%
+16,985
209
$433K 0.19%
+6,685
210
$429K 0.19%
+26,670
211
$428K 0.19%
+8,782
212
$427K 0.19%
+3,445
213
$424K 0.19%
+16,258
214
$422K 0.19%
+5,155
215
$418K 0.19%
+9,672
216
$417K 0.19%
+4,385
217
$415K 0.19%
+5,035
218
$415K 0.19%
+10,430
219
$408K 0.18%
+49,857
220
$407K 0.18%
+30,345
221
$407K 0.18%
+8,105
222
$405K 0.18%
+8,435
223
$403K 0.18%
+2,985
224
$403K 0.18%
+31,830
225
$402K 0.18%
+2,311
7 8
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