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
376
$170K 0.05%
3,555
-40
377
$170K 0.05%
2,700
+135
378
$170K 0.05%
7,180
+1,940
379
$169K 0.05%
4,770
+1,305
380
$167K 0.05%
27
+10
381
$167K 0.05%
11,905
+565
382
$167K 0.05%
+12,760
383
$166K 0.05%
6,540
384
$166K 0.05%
1,195
+15
385
$165K 0.05%
+7,930
386
$165K 0.05%
1,290
+1,105
387
$164K 0.05%
2,603
+510
388
$161K 0.05%
3,744
+934
389
$160K 0.04%
4,890
+1,325
390
$160K 0.04%
2,585
+245
391
$159K 0.04%
11,215
+2,950
392
$159K 0.04%
5,399
+210
393
$159K 0.04%
5,975
-5,015
394
$158K 0.04%
6,833
+338
395
$158K 0.04%
5,090
+355
396
$157K 0.04%
24,582
+673
397
$155K 0.04%
5,579
+265
398
$155K 0.04%
17,135
+3,440
399
$154K 0.04%
4,615
+1,255
400
$153K 0.04%
4,785
+2,675
14 15
16
17 18