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
701
$13K ﹤0.01%
1,120
+360
702
$13K ﹤0.01%
255
+75
703
$12K ﹤0.01%
540
+170
704
$12K ﹤0.01%
540
705
$12K ﹤0.01%
895
+280
706
$12K ﹤0.01%
320
+95
707
$12K ﹤0.01%
+425
708
$11K ﹤0.01%
290
709
$11K ﹤0.01%
70
710
$11K ﹤0.01%
41
-301
711
$11K ﹤0.01%
310
712
$11K ﹤0.01%
175
-720
713
$11K ﹤0.01%
125
-1,485
714
$11K ﹤0.01%
160
+48
715
$11K ﹤0.01%
308
716
$11K ﹤0.01%
+260
717
$11K ﹤0.01%
485
+150
718
$10K ﹤0.01%
+475
719
$10K ﹤0.01%
+275
720
$10K ﹤0.01%
350
+110
721
$10K ﹤0.01%
+520
722
$10K ﹤0.01%
+280
723
$10K ﹤0.01%
+510
724
$10K ﹤0.01%
220
+65
725
$10K ﹤0.01%
125
+55
27 28
29
30 31