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
651
$28K 0.01%
25
-3
652
$28K 0.01%
985
653
$27K 0.01%
812
-867
654
$27K 0.01%
600
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655
$27K 0.01%
+2,620
656
$27K 0.01%
720
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657
$27K 0.01%
+1,345
658
$27K 0.01%
620
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659
$27K 0.01%
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660
$26K 0.01%
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-359
661
$26K 0.01%
+460
662
$25K 0.01%
277
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663
$25K 0.01%
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664
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462
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665
$25K 0.01%
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666
$24K 0.01%
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667
$24K 0.01%
540
668
$23K 0.01%
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$22K ﹤0.01%
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670
$22K ﹤0.01%
1,459
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671
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700
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$19K ﹤0.01%
1,600
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673
$18K ﹤0.01%
155
674
$18K ﹤0.01%
1,770
+1,155
675
$18K ﹤0.01%
255
25 26
27
28 29