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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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.37M
5
SH icon
ProShares Short S&P500
SH
+$1.23M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
WFC icon
Wells Fargo
WFC
+$1.49M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RGEN icon
776
Repligen
RGEN
$7.53B
$7K ﹤0.01%
195
-75
TFC icon
777
Truist Financial
TFC
$60B
$7K ﹤0.01%
159
-298
CA
778
DELISTED
CA, Inc.
CA
$7K ﹤0.01%
205
-430
MDLZ icon
779
Mondelez International
MDLZ
$78.1B
$7K ﹤0.01%
154
-351
BKE icon
780
Buckle
BKE
$2.28B
$6K ﹤0.01%
300
-2,405
PBI icon
781
Pitney Bowes
PBI
$2.35B
$6K ﹤0.01%
480
-980
RMR icon
782
The RMR Group
RMR
$347M
$6K ﹤0.01%
129
-58
SM icon
783
SM Energy
SM
$6.73B
$6K ﹤0.01%
245
TR icon
784
Tootsie Roll Industries
TR
$2.79B
$6K ﹤0.01%
218
-12,387
BAB icon
785
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$5K ﹤0.01%
180
-3,565
NAT icon
786
Nordic American Tanker
NAT
$1.18B
$5K ﹤0.01%
+665
TFI icon
787
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.09B
$4K ﹤0.01%
75
-1,275
USCR
788
DELISTED
U S Concrete, Inc.
USCR
$4K ﹤0.01%
65
-210
BSV icon
789
Vanguard Short-Term Bond ETF
BSV
$45B
$3K ﹤0.01%
35
-535
BWX icon
790
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.38B
$2K ﹤0.01%
60
-965
EEM icon
791
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$2K ﹤0.01%
49
-5
USIG icon
792
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$2K ﹤0.01%
30
-730
AAL icon
793
American Airlines Group
AAL
$10.2B
$1K ﹤0.01%
25
VEON icon
794
VEON
VEON
$3.63B
$1K ﹤0.01%
11
DDD icon
795
3D Systems Corp
DDD
$564M
$1K ﹤0.01%
100
ICF icon
796
iShares Select U.S. REIT ETF
ICF
$2.04B
$1K ﹤0.01%
28
-3,610
MAA icon
797
Mid-America Apartment Communities
MAA
$15.5B
– –
-9
MANH icon
798
Manhattan Associates
MANH
$7.82B
– –
-800
MAS icon
799
Masco
MAS
$14.6B
– –
-953
MHK icon
800
Mohawk Industries
MHK
$6.59B
– –
-6
30 31
32
33 34