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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.06M
3
+$3.23M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.13M
2
+$2.01M
3
+$1.92M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.51M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K ﹤0.01%
+690
677
$17K ﹤0.01%
+1,100
678
$17K ﹤0.01%
540
+170
679
$17K ﹤0.01%
190
-70
680
$17K ﹤0.01%
465
+270
681
$17K ﹤0.01%
805
+255
682
$17K ﹤0.01%
280
+85
683
$16K ﹤0.01%
+270
684
$16K ﹤0.01%
355
+105
685
$16K ﹤0.01%
395
+115
686
$16K ﹤0.01%
+245
687
$15K ﹤0.01%
440
+140
688
$15K ﹤0.01%
445
+140
689
$14K ﹤0.01%
110
690
$14K ﹤0.01%
+440
691
$14K ﹤0.01%
380
+115
692
$14K ﹤0.01%
235
+45
693
$14K ﹤0.01%
+2,669
694
$14K ﹤0.01%
70
695
$13K ﹤0.01%
+555
696
$13K ﹤0.01%
685
+215
697
$13K ﹤0.01%
1,700
+525
698
$13K ﹤0.01%
365
+115
699
$13K ﹤0.01%
110
700
$13K ﹤0.01%
201
26 27
28
29 30