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
$286M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$1.04M
3 +$989K
4
TRN icon
Trinity Industries
TRN
+$893K
5
AR icon
Antero Resources
AR
+$888K

Top Sells

1 +$944K
2 +$817K
3 +$790K
4
ORA icon
Ormat Technologies
ORA
+$784K
5
AMAT icon
Applied Materials
AMAT
+$756K

Sector Composition

1 Industrials 16.89%
2 Technology 11.6%
3 Financials 11.47%
4 Healthcare 10.65%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.96M 1.03%
150,932
+45,490
2
$2.75M 0.96%
33,069
+13,990
3
$2.73M 0.95%
158,042
+48,041
4
$2.53M 0.88%
32,059
+10,615
5
$2.44M 0.85%
33,091
+9,625
6
$2.4M 0.84%
120,008
+21,980
7
$2.2M 0.77%
30,486
+2,773
8
$2.15M 0.75%
102,770
+49,636
9
$2.13M 0.74%
120,940
+44,460
10
$2.11M 0.74%
53,446
+7,540
11
$2.06M 0.72%
30,929
+2,908
12
$2.06M 0.72%
38,825
+12,435
13
$2.02M 0.71%
52,749
+5,537
14
$1.97M 0.69%
33,306
+10,450
15
$1.93M 0.67%
31,492
+355
16
$1.88M 0.66%
76,201
+27,030
17
$1.87M 0.65%
31,225
+16,495
18
$1.86M 0.65%
971
+283
19
$1.84M 0.64%
34,240
+1,485
20
$1.83M 0.64%
35,142
+12,031
21
$1.76M 0.62%
119,672
+15,600
22
$1.75M 0.61%
23,348
+1,855
23
$1.74M 0.61%
47,092
+15,910
24
$1.73M 0.6%
12,863
+1,518
25
$1.58M 0.55%
10,821
+3,795