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
426
$138K 0.04%
3,805
-720
427
$138K 0.04%
2,295
-475
428
$137K 0.04%
1,530
+220
429
$137K 0.04%
7,685
+460
430
$136K 0.04%
2,045
+220
431
$134K 0.04%
1,210
+855
432
$133K 0.04%
4,730
+1,325
433
$133K 0.04%
3,860
+305
434
$132K 0.04%
3,155
+125
435
$132K 0.04%
3,940
+340
436
$129K 0.04%
+5,095
437
$128K 0.04%
2,982
-260
438
$127K 0.04%
3,148
+1,365
439
$126K 0.04%
3,772
-325
440
$122K 0.03%
+4,135
441
$121K 0.03%
3,726
-1,420
442
$121K 0.03%
3,097
-802
443
$119K 0.03%
+4,425
444
$119K 0.03%
2,614
-287
445
$119K 0.03%
1,840
+135
446
$118K 0.03%
3,920
-45
447
$116K 0.03%
1,015
+65
448
$116K 0.03%
6,199
+660
449
$115K 0.03%
2,875
-135
450
$115K 0.03%
580
+50
16 17
18
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