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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.87M
3
+$2.54M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28M
5
WRK
WestRock Company
WRK
+$2.28M

Top Sells

1
+$2.31M
2
+$2.26M
3
+$2.19M
4
REK icon
ProShares Short Real Estate
REK
+$2.06M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$37K 0.01%
939
-200
627
$36K 0.01%
960
-200
628
$36K 0.01%
+955
629
$35K 0.01%
2,995
+1,620
630
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$35K 0.01%
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988
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634
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635
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975
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$34K 0.01%
630
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637
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638
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$32K 0.01%
440
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$31K 0.01%
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648
$30K 0.01%
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$29K 0.01%
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650
$29K 0.01%
655
+255
24 25
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