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
601
$59K 0.01%
1,045
-127
602
$59K 0.01%
2,260
-2,894
603
$59K 0.01%
+4,915
604
$59K 0.01%
2,919
+1,671
605
$58K 0.01%
2,765
+45
606
$57K 0.01%
1,790
-175
607
$57K 0.01%
1,300
608
$57K 0.01%
366
-116
609
$57K 0.01%
595
-168
610
$57K 0.01%
1,825
-1,350
611
$56K 0.01%
2,407
-315
612
$56K 0.01%
1,475
613
$56K 0.01%
870
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614
$55K 0.01%
1,686
+188
615
$55K 0.01%
1,350
-1,050
616
$54K 0.01%
2,040
617
$54K 0.01%
1,706
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618
$53K 0.01%
892
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619
$52K 0.01%
1,506
+207
620
$51K 0.01%
+299
621
$51K 0.01%
1,660
-126
622
$50K 0.01%
1,060
-5
623
$50K 0.01%
850
624
$50K 0.01%
625
-607
625
$49K 0.01%
1,098
-923
23 24
25
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