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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$14K ﹤0.01%
1,270
-520
677
$14K ﹤0.01%
400
+60
678
$13K ﹤0.01%
565
+185
679
$13K ﹤0.01%
840
+340
680
$13K ﹤0.01%
+180
681
$13K ﹤0.01%
275
+55
682
$13K ﹤0.01%
275
+45
683
$13K ﹤0.01%
505
+90
684
$13K ﹤0.01%
730
+130
685
$12K ﹤0.01%
+435
686
$12K ﹤0.01%
257
+17
687
$12K ﹤0.01%
470
-2,715
688
$12K ﹤0.01%
100
689
$12K ﹤0.01%
240
-450
690
$12K ﹤0.01%
560
+105
691
$12K ﹤0.01%
150
692
$12K ﹤0.01%
255
693
$12K ﹤0.01%
150
+30
694
$12K ﹤0.01%
+140
695
$12K ﹤0.01%
100
696
$12K ﹤0.01%
170
697
$12K ﹤0.01%
410
698
$12K ﹤0.01%
+99
699
$11K ﹤0.01%
+1,436
700
$11K ﹤0.01%
+250
26 27
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