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
$250M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$864K
2 +$765K
3 +$667K
4
PRGO icon
Perrigo
PRGO
+$627K
5
CXO
CONCHO RESOURCES INC.
CXO
+$625K

Top Sells

1 +$926K
2 +$753K
3 +$721K
4
TIVO
Tivo Inc
TIVO
+$652K
5
LRCX icon
Lam Research
LRCX
+$633K

Sector Composition

1 Industrials 14.15%
2 Technology 12.95%
3 Healthcare 11.22%
4 Financials 10.61%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.05M 0.82%
110,001
+11,903
2
$1.91M 0.76%
27,713
-2,471
3
$1.8M 0.72%
31,137
+965
4
$1.76M 0.7%
28,021
+536
5
$1.72M 0.69%
105,442
+6,851
6
$1.67M 0.67%
98,028
+34,748
7
$1.66M 0.67%
104,072
+1,512
8
$1.66M 0.66%
32,755
-650
9
$1.57M 0.63%
47,212
+4,578
10
$1.53M 0.61%
23,466
+1,871
11
$1.48M 0.59%
21,493
-4,716
12
$1.46M 0.58%
45,906
+3,686
13
$1.42M 0.57%
26,390
+3,130
14
$1.38M 0.55%
22,856
+2,477
15
$1.35M 0.54%
49,171
+5,766
16
$1.34M 0.54%
21,444
+3,159
17
$1.33M 0.53%
56,982
-2,576
18
$1.33M 0.53%
37,110
-8,800
19
$1.32M 0.53%
688
+183
20
$1.31M 0.52%
55,402
+2,492
21
$1.3M 0.52%
11,345
+613
22
$1.29M 0.52%
19,079
+2,234
23
$1.27M 0.51%
46,251
-2,459
24
$1.27M 0.51%
10,510
+290
25
$1.25M 0.5%
26,758
+35