IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$66K 0.02%
2,440
-2,715
502
$66K 0.02%
+1,352
503
$65K 0.02%
+898
504
$65K 0.02%
6,288
-514
505
$65K 0.02%
2,038
-198
506
$65K 0.02%
405
+15
507
$64K 0.02%
+825
508
$64K 0.02%
3,390
+840
509
$64K 0.02%
1,350
+405
510
$64K 0.02%
900
-65
511
$63K 0.02%
+1,162
512
$63K 0.02%
1,248
+38
513
$62K 0.02%
14,488
-1,124
514
$62K 0.02%
2,705
+110
515
$62K 0.02%
920
-10
516
$60K 0.02%
850
517
$60K 0.02%
670
518
$60K 0.02%
1,055
-10
519
$60K 0.02%
2,750
+400
520
$59K 0.02%
1,085
-275
521
$59K 0.02%
985
-10
522
$59K 0.02%
1,166
+591
523
$59K 0.02%
951
+126
524
$59K 0.02%
+730
525
$59K 0.02%
1,125
-10
19 20
21
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