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
576
$66K 0.01%
5,050
-15
577
$66K 0.01%
5,770
-4,385
578
$65K 0.01%
474
+260
579
$65K 0.01%
1,794
-81
580
$65K 0.01%
626
+479
581
$65K 0.01%
2,780
-327
582
$65K 0.01%
609
+336
583
$64K 0.01%
1,679
+296
584
$64K 0.01%
915
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585
$64K 0.01%
845
-5
586
$63K 0.01%
1,275
-140
587
$63K 0.01%
658
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588
$62K 0.01%
1,393
+785
589
$62K 0.01%
510
-347
590
$62K 0.01%
650
-296
591
$62K 0.01%
+1,680
592
$61K 0.01%
2,747
-295
593
$61K 0.01%
1,401
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594
$61K 0.01%
1,062
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595
$61K 0.01%
1,160
-105
596
$61K 0.01%
1,562
+857
597
$61K 0.01%
1,293
-17
598
$60K 0.01%
1,492
-224
599
$60K 0.01%
1,044
+670
600
$60K 0.01%
+1,160
22 23
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