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 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.36M 1.68%
189,528
-9,816
2
$4.05M 1.27%
96,840
-6,000
3
$4.04M 1.27%
35,785
-1,880
4
$4M 1.26%
49,247
+402
5
$3.9M 1.22%
30,444
-1,195
6
$3.71M 1.16%
69,073
+68,180
7
$3.21M 1.01%
41,404
+15,337
8
$3.13M 0.98%
77,740
-2,200
9
$3.12M 0.98%
99,473
+98,633
10
$3.07M 0.96%
104,439
+4,025
11
$2.67M 0.84%
40,168
-2,590
12
$2.63M 0.82%
55,575
-7,860
13
$2.61M 0.82%
125,285
-2,660
14
$2.58M 0.81%
38,065
+8,290
15
$2.54M 0.8%
162,435
-17,100
16
$2.52M 0.79%
47,642
+980
17
$2.31M 0.72%
13,845
-483
18
$2.3M 0.72%
27,075
+3,835
19
$2.12M 0.67%
56,694
+1,590
20
$2.09M 0.65%
17,905
+7,910
21
$2.01M 0.63%
17,705
-335
22
$1.99M 0.62%
20,417
+915
23
$1.97M 0.62%
8,271
-12,840
24
$1.96M 0.62%
15,945
-5,675
25
$1.93M 0.6%
+33,165
1
2 3 4 5