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
351
$187K 0.05%
+6,610
352
$187K 0.05%
2,920
+340
353
$186K 0.05%
4,880
+730
354
$186K 0.05%
7,275
-2,055
355
$185K 0.05%
8,350
-890
356
$184K 0.05%
13,123
+866
357
$182K 0.05%
2,395
+220
358
$181K 0.05%
2,770
+815
359
$181K 0.05%
6,685
+1,775
360
$180K 0.05%
1,145
-680
361
$180K 0.05%
17,791
-250
362
$177K 0.05%
6,100
+1,665
363
$176K 0.05%
+3,976
364
$175K 0.05%
4,805
365
$174K 0.05%
5,025
+1,055
366
$174K 0.05%
5,498
+863
367
$173K 0.05%
14,430
-215
368
$173K 0.05%
+2,380
369
$173K 0.05%
5,480
-2,105
370
$172K 0.05%
5,644
+640
371
$171K 0.05%
2,361
+582
372
$171K 0.05%
5,838
+282
373
$171K 0.05%
4,475
+1,215
374
$170K 0.05%
10,740
-120
375
$170K 0.05%
+4,100
13 14
15
16 17