IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
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
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

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
776
– –
-720
777
– –
-3,400
778
– –
-5,070
779
– –
-975
780
– –
-18,110
781
– –
-31,115
782
– –
-6,729
783
– –
-15,310
784
– –
-89,005
785
– –
-55
786
– –
-41,262
787
– –
-2,400
788
– –
-215
789
– –
-87
790
– –
-14,765
791
– –
-1,345
792
– –
-1,040
793
– –
-173
794
– –
-415
795
– –
-7,005
796
– –
-9,116
797
– –
-540
798
– –
-260
799
– –
-9,840
800
– –
-36
30 31
32
33 34