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
426
$121K 0.04%
1,255
+365
427
$121K 0.04%
1,310
-605
428
$120K 0.04%
5,500
-825
429
$120K 0.04%
1,955
+395
430
$120K 0.04%
3,465
+685
431
$119K 0.04%
388
-5,126
432
$118K 0.04%
1,605
-2,485
433
$118K 0.04%
4,435
+920
434
$118K 0.04%
1,910
+1,740
435
$118K 0.04%
5,240
+1,080
436
$118K 0.04%
2,093
-361
437
$117K 0.03%
3,600
-16,520
438
$116K 0.03%
7,815
+1,520
439
$115K 0.03%
2,160
+315
440
$115K 0.03%
3,965
-35
441
$115K 0.03%
4,775
+980
442
$114K 0.03%
1,842
+480
443
$114K 0.03%
1,575
444
$114K 0.03%
1,575
+245
445
$113K 0.03%
1,420
-630
446
$112K 0.03%
2,810
-455
447
$112K 0.03%
2,425
-15
448
$111K 0.03%
4,025
+1,315
449
$111K 0.03%
3,260
+1,065
450
$111K 0.03%
+980
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