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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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.37M
5
SH icon
ProShares Short S&P500
SH
+$1.23M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
WFC icon
Wells Fargo
WFC
+$1.49M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMSF icon
701
AMERISAFE
AMSF
$584M
$14K ﹤0.01%
+220
COLB icon
702
Columbia Banking Systems
COLB
$8.7B
$14K ﹤0.01%
+365
GMF icon
703
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$407M
$14K ﹤0.01%
165
-106
HEES
704
DELISTED
H&E Equipment Services
HEES
$14K ﹤0.01%
580
-165
INTC icon
705
Intel
INTC
$609B
$14K ﹤0.01%
395
-4,535
MRTN icon
706
Marten Transport
MRTN
$1.35B
$14K ﹤0.01%
1,450
-238
NYT icon
707
New York Times
NYT
$12.1B
$14K ﹤0.01%
+990
RUSHA icon
708
Rush Enterprises Class A
RUSHA
$5.28B
$14K ﹤0.01%
968
-191
SMP icon
709
Standard Motor Products
SMP
$850M
$14K ﹤0.01%
280
RAVN
710
DELISTED
Raven Industries Inc
RAVN
$14K ﹤0.01%
495
-10
TIME
711
DELISTED
Time Inc.
TIME
$14K ﹤0.01%
710
-20
SBNY
712
DELISTED
Signature Bank
SBNY
$14K ﹤0.01%
95
-105
FARM
713
DELISTED
Farmer Brothers
FARM
$14K ﹤0.01%
385
+95
VOO icon
714
Vanguard S&P 500 ETF
VOO
$976B
$14K ﹤0.01%
+65
ATH
715
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$14K ﹤0.01%
+290
CLX icon
716
Clorox
CLX
$11.5B
$13K ﹤0.01%
100
FIVN icon
717
FIVE9
FIVN
$1.48B
$13K ﹤0.01%
+815
NTAP icon
718
NetApp
NTAP
$30.3B
$13K ﹤0.01%
300
RMAX icon
719
RE/MAX Holdings
RMAX
$204M
$13K ﹤0.01%
215
-80
SYY icon
720
Sysco
SYY
$37.8B
$13K ﹤0.01%
255
-202
AVAV icon
721
AeroVironment
AVAV
$8.46B
$12K ﹤0.01%
425
-10
DFS
722
DELISTED
Discover Financial Services
DFS
$12K ﹤0.01%
175
-28
DSGX icon
723
Descartes Systems
DSGX
$6.03B
$12K ﹤0.01%
540
-20
FET icon
724
Forum Energy Technologies
FET
$574M
$12K ﹤0.01%
30
-1
GPRE icon
725
Green Plains
GPRE
$1.02B
$12K ﹤0.01%
+505
27 28
29
30 31