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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.95M
3
+$1.87M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.69M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$7.03M
2
+$5.15M
3
+$4.54M
4
AAPL icon
Apple
AAPL
+$3.71M
5
AMZN icon
Amazon
AMZN
+$3.28M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
1,175
+125
727
$8K ﹤0.01%
304
-995
728
$8K ﹤0.01%
225
729
$8K ﹤0.01%
117
730
$8K ﹤0.01%
425
731
$8K ﹤0.01%
335
732
$7K ﹤0.01%
240
733
$7K ﹤0.01%
709
734
$7K ﹤0.01%
155
735
$7K ﹤0.01%
195
-85
736
$6K ﹤0.01%
915
737
$6K ﹤0.01%
360
738
$6K ﹤0.01%
295
739
$6K ﹤0.01%
70
740
$6K ﹤0.01%
720
741
$5K ﹤0.01%
505
742
$5K ﹤0.01%
190
743
$5K ﹤0.01%
250
744
$4K ﹤0.01%
215
745
$2K ﹤0.01%
222
746
$1K ﹤0.01%
75
747
$1K ﹤0.01%
28
748
– –
-1,895
749
– –
-1,948
750
– –
-630
28 29
30
31 32