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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.95M
3
+$1.87M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.69M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$7.03M
2
+$5.15M
3
+$4.54M
4
AAPL icon
Apple
AAPL
+$3.71M
5
AMZN icon
Amazon
AMZN
+$3.28M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$134K 0.04%
4,725
-2,250
402
$134K 0.04%
3,970
+1,520
403
$133K 0.04%
7,070
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404
$132K 0.04%
910
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405
$132K 0.04%
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406
$131K 0.04%
2,090
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407
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+1,052
408
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12,635
-2,045
409
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410
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411
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412
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2,340
-1,435
413
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414
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415
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420
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421
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+3,360
422
$122K 0.04%
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423
$121K 0.04%
19,475
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424
$121K 0.04%
8,285
-1,440
425
$121K 0.04%
920
-168
15 16
17
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