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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.87M
3
+$2.54M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28M
5
WRK
WestRock Company
WRK
+$2.28M

Top Sells

1
+$2.31M
2
+$2.26M
3
+$2.19M
4
REK icon
ProShares Short Real Estate
REK
+$2.06M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$7K ﹤0.01%
225
+160
752
$7K ﹤0.01%
555
+375
753
$7K ﹤0.01%
915
+655
754
$7K ﹤0.01%
370
+265
755
$7K ﹤0.01%
470
+335
756
$7K ﹤0.01%
280
+200
757
$6K ﹤0.01%
385
758
$6K ﹤0.01%
155
+125
759
$6K ﹤0.01%
360
+255
760
$6K ﹤0.01%
+295
761
$6K ﹤0.01%
+70
762
$6K ﹤0.01%
720
+515
763
$5K ﹤0.01%
105
-3,210
764
$5K ﹤0.01%
190
+135
765
$5K ﹤0.01%
87
+62
766
$4K ﹤0.01%
215
+155
767
$4K ﹤0.01%
215
-930
768
$4K ﹤0.01%
505
+360
769
$3K ﹤0.01%
222
-10
770
$3K ﹤0.01%
286
+201
771
$3K ﹤0.01%
260
+185
772
$3K ﹤0.01%
65
773
$3K ﹤0.01%
+269
774
$3K ﹤0.01%
175
-995
775
$2K ﹤0.01%
10
29 30
31
32 33