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
451
$115K 0.03%
2,070
-140
452
$114K 0.03%
+3,540
453
$114K 0.03%
5,095
+125
454
$113K 0.03%
950
+695
455
$111K 0.03%
4,050
-210
456
$111K 0.03%
428
+40
457
$109K 0.03%
2,854
+300
458
$109K 0.03%
+1,960
459
$108K 0.03%
2,455
+30
460
$106K 0.03%
2,086
+225
461
$106K 0.03%
1,690
-195
462
$106K 0.03%
2,730
+296
463
$106K 0.03%
1,980
-710
464
$106K 0.03%
4,270
-470
465
$104K 0.03%
1,945
-2,410
466
$103K 0.03%
9,035
-495
467
$102K 0.03%
4,125
+1,870
468
$102K 0.03%
+170
469
$101K 0.03%
2,142
-460
470
$101K 0.03%
+795
471
$100K 0.03%
1,800
-205
472
$100K 0.03%
1,229
+135
473
$99K 0.03%
3,865
+1,670
474
$98K 0.03%
7,025
+3,255
475
$98K 0.03%
3,855
-170
17 18
19
20 21