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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$84K 0.02%
1,425
+279
527
$84K 0.02%
660
+620
528
$84K 0.02%
651
-65
529
$83K 0.02%
3,095
530
$83K 0.02%
934
+544
531
$83K 0.02%
+1,970
532
$83K 0.02%
4,215
+995
533
$83K 0.02%
1,210
+290
534
$83K 0.02%
+1,409
535
$83K 0.02%
+1,895
536
$83K 0.02%
+2,590
537
$82K 0.02%
+755
538
$81K 0.02%
1,525
+1,505
539
$81K 0.02%
26,920
-1,530
540
$81K 0.02%
1,070
-5
541
$80K 0.02%
2,895
-10
542
$80K 0.02%
2,155
-335
543
$79K 0.02%
530
544
$79K 0.02%
4,026
+500
545
$79K 0.02%
+4,650
546
$78K 0.02%
1,197
+729
547
$78K 0.02%
3,890
+1,470
548
$78K 0.02%
940
+375
549
$78K 0.02%
1,120
+285
550
$77K 0.02%
1,477
+765
20 21
22
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