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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

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
551
$61K 0.02%
720
+150
552
$61K 0.02%
810
+240
553
$61K 0.02%
1,825
554
$60K 0.02%
2,110
+440
555
$58K 0.02%
2,669
-349
556
$58K 0.02%
2,255
-1,695
557
$58K 0.02%
1,766
558
$58K 0.02%
554
-75
559
$57K 0.02%
1,050
560
$57K 0.02%
1,260
-2,155
561
$57K 0.02%
2,028
562
$56K 0.02%
2,955
563
$56K 0.02%
2,195
-680
564
$55K 0.02%
1,475
565
$54K 0.02%
820
+125
566
$54K 0.02%
2,475
-119
567
$54K 0.02%
3,635
-955
568
$54K 0.02%
455
569
$54K 0.02%
1,415
570
$54K 0.02%
1,485
571
$51K 0.02%
1,538
-1,110
572
$51K 0.02%
1,450
+230
573
$49K 0.01%
3,585
574
$49K 0.01%
700
+260
575
$49K 0.01%
2,666
21 22
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