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
651
$40K 0.01%
439
+72
652
$39K 0.01%
400
-804
653
$39K 0.01%
+19,100
654
$38K 0.01%
515
-2,860
655
$38K 0.01%
+590
656
$37K 0.01%
+760
657
$37K 0.01%
+1,010
658
$37K 0.01%
940
-50
659
$37K 0.01%
3,515
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660
$37K 0.01%
845
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661
$36K 0.01%
415
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662
$36K 0.01%
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663
$36K 0.01%
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664
$36K 0.01%
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665
$36K 0.01%
825
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666
$35K 0.01%
100
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$35K 0.01%
440
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$35K 0.01%
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669
$35K 0.01%
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670
$34K 0.01%
3,421
-1,606
671
$34K 0.01%
580
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672
$34K 0.01%
12,505
+545
673
$34K 0.01%
341
-44
674
$33K 0.01%
131
-1,996
675
$32K 0.01%
1,185
+741
25 26
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