IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.06M
3
+$3.23M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.13M
2
+$2.01M
3
+$1.92M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.51M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$266K 0.07%
6,025
+215
302
$266K 0.07%
4,980
-885
303
$258K 0.07%
+4,965
304
$258K 0.07%
12,695
+3,455
305
$254K 0.07%
2,445
+1,190
306
$253K 0.07%
+5,170
307
$248K 0.07%
22,460
-1,300
308
$247K 0.07%
4,360
+375
309
$245K 0.07%
2,545
+685
310
$244K 0.07%
2,945
-680
311
$242K 0.07%
7,000
+10
312
$238K 0.07%
194
313
$236K 0.07%
3,705
-635
314
$235K 0.07%
13,265
-315
315
$232K 0.06%
+8,105
316
$231K 0.06%
3,750
-1,360
317
$229K 0.06%
11,263
-8,910
318
$228K 0.06%
44,680
+1,280
319
$228K 0.06%
18,270
-35
320
$226K 0.06%
7,291
+5,870
321
$225K 0.06%
8,300
+3,525
322
$223K 0.06%
2,217
323
$219K 0.06%
4,570
+1,200
324
$219K 0.06%
3,460
-630
325
$219K 0.06%
6,875
+1,840
11 12
13
14 15