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

Top Buys

1
+$1.99M
2
+$1.9M
3
+$1.1M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$772K

Top Sells

1
+$3.71M
2
+$3.17M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.04M

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
751
$2K ﹤0.01%
54
-56,640
752
$2K ﹤0.01%
+136
753
$2K ﹤0.01%
+47
754
$2K ﹤0.01%
+58
755
$2K ﹤0.01%
+33
756
$2K ﹤0.01%
+30
757
$2K ﹤0.01%
+72
758
$1K ﹤0.01%
+25
759
$1K ﹤0.01%
+9
760
$1K ﹤0.01%
65
761
$1K ﹤0.01%
100
762
$1K ﹤0.01%
+20
763
$1K ﹤0.01%
+13
764
$1K ﹤0.01%
+16
765
$1K ﹤0.01%
+27
766
$1K ﹤0.01%
+6
767
$1K ﹤0.01%
65
-690
768
$1K ﹤0.01%
+15
769
$1K ﹤0.01%
+28
770
$1K ﹤0.01%
+52
771
$1K ﹤0.01%
+6
772
$1K ﹤0.01%
+10
773
$1K ﹤0.01%
+12
774
$1K ﹤0.01%
+32
775
$1K ﹤0.01%
+9
29 30
31
32 33