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
201
$584K 0.18%
9,422
-210
202
$583K 0.18%
12,776
+50
203
$583K 0.18%
10,774
-208
204
$581K 0.18%
+8,635
205
$580K 0.18%
4,694
-3,605
206
$573K 0.18%
6,930
-415
207
$572K 0.18%
19,794
+4,932
208
$568K 0.18%
10,830
-1,000
209
$566K 0.18%
4,417
-95
210
$565K 0.18%
2,135
+40
211
$564K 0.18%
4,504
+157
212
$561K 0.18%
11,859
-302
213
$559K 0.18%
13,026
-1,150
214
$553K 0.17%
14,274
-290
215
$549K 0.17%
18,325
-725
216
$540K 0.17%
7,985
-5,590
217
$539K 0.17%
+6,590
218
$538K 0.17%
9,103
-2,310
219
$538K 0.17%
6,584
+40
220
$532K 0.17%
4,515
-395
221
$529K 0.17%
53,075
+600
222
$526K 0.16%
12,585
-110
223
$508K 0.16%
2,206
+80
224
$507K 0.16%
17,405
+145
225
$506K 0.16%
7,610
-800
7 8
9
10 11