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
1
$1.91M 0.86%
+30,184
2
$1.74M 0.78%
+26,209
3
$1.72M 0.77%
+33,405
4
$1.72M 0.77%
+27,485
5
$1.71M 0.77%
+10,426
6
$1.68M 0.75%
+98,098
7
$1.47M 0.66%
+30,172
8
$1.45M 0.65%
+59,558
9
$1.36M 0.61%
+98,591
10
$1.34M 0.6%
+102,560
11
$1.34M 0.6%
+45,910
12
$1.31M 0.59%
+42,634
13
$1.27M 0.57%
+48,710
14
$1.25M 0.56%
+30,915
15
$1.24M 0.56%
+51,110
16
$1.2M 0.54%
+26,723
17
$1.19M 0.54%
+10,732
18
$1.16M 0.52%
+21,595
19
$1.15M 0.51%
+52,910
20
$1.14M 0.51%
+36,396
21
$1.12M 0.5%
+42,220
22
$1.1M 0.49%
+31,823
23
$1.1M 0.49%
+23,260
24
$1.09M 0.49%
+72,928
25
$1.08M 0.48%
+74,030