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
501
$83K 0.02%
17,807
-2,470
502
$83K 0.02%
1,946
+280
503
$82K 0.02%
1,020
+140
504
$81K 0.02%
1,895
505
$81K 0.02%
4,500
506
$80K 0.02%
3,350
507
$79K 0.02%
1,430
508
$79K 0.02%
1,603
+229
509
$78K 0.02%
2,390
+1,215
510
$77K 0.02%
405
+150
511
$77K 0.02%
1,980
512
$77K 0.02%
1,135
513
$76K 0.02%
5,955
514
$76K 0.02%
+1,515
515
$76K 0.02%
+4,401
516
$76K 0.02%
1,330
-70
517
$75K 0.02%
18,524
-2,449
518
$75K 0.02%
665
519
$75K 0.02%
2,680
+1,015
520
$74K 0.02%
2,446
+290
521
$74K 0.02%
+2,070
522
$74K 0.02%
1,375
523
$74K 0.02%
396
-41
524
$74K 0.02%
1,950
525
$73K 0.02%
1,865
-775
19 20
21
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