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

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

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
776
$1K ﹤0.01%
+10
777
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+30
778
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+50
779
$1K ﹤0.01%
+101
780
$1K ﹤0.01%
+18
781
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+88
782
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+7
783
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+8
784
$1K ﹤0.01%
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785
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+25
786
$1K ﹤0.01%
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787
$1K ﹤0.01%
11
788
$1K ﹤0.01%
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789
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+16
790
$1K ﹤0.01%
33
+31
791
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+13
792
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793
$1K ﹤0.01%
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794
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+4
795
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+126
796
$1K ﹤0.01%
+28
797
$1K ﹤0.01%
+8
798
$1K ﹤0.01%
+14
799
$1K ﹤0.01%
+13
800
$1K ﹤0.01%
+5
30 31
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