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
476
$99K 0.03%
5,539
+2,150
477
$99K 0.03%
8,265
+1,690
478
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479
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482
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484
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485
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489
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490
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491
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495
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498
$87K 0.03%
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499
$85K 0.03%
342
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$83K 0.02%
1,783
-544
18 19
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