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

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
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%
5,770
-4,385
577
$65K 0.01%
474
+260
578
$65K 0.01%
1,794
-81
579
$65K 0.01%
626
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$65K 0.01%
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581
$65K 0.01%
609
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582
$64K 0.01%
1,679
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583
$64K 0.01%
915
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584
$64K 0.01%
845
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585
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1,275
-140
586
$63K 0.01%
658
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587
$62K 0.01%
1,393
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588
$62K 0.01%
510
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589
$62K 0.01%
650
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590
$62K 0.01%
+1,680
591
$61K 0.01%
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594
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595
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596
$61K 0.01%
2,747
-295
597
$60K 0.01%
1,492
-224
598
$60K 0.01%
1,044
+670
599
$60K 0.01%
+1,160
600
$59K 0.01%
2,260
-2,894
22 23
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