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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.06M
3
+$3.23M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.13M
2
+$2.01M
3
+$1.92M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.51M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$59K 0.02%
+2,290
552
$59K 0.02%
570
-95
553
$59K 0.02%
4,157
-200
554
$59K 0.02%
375
-21
555
$58K 0.02%
2,375
-975
556
$58K 0.02%
+2,830
557
$58K 0.02%
1,040
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558
$58K 0.02%
1,567
-405
559
$57K 0.02%
1,105
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560
$57K 0.02%
1,210
-16,618
561
$56K 0.02%
3,510
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562
$55K 0.02%
1,330
-535
563
$55K 0.02%
300
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564
$55K 0.02%
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565
$54K 0.02%
3,135
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566
$53K 0.01%
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567
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569
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1,400
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570
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571
$49K 0.01%
725
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572
$49K 0.01%
771
-165
573
$49K 0.01%
455
574
$48K 0.01%
850
575
$48K 0.01%
360
-190
21 22
23
24 25