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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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.06M
3
+$3.23M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.95M

Top Sells

1
+$5.13M
2
+$2.01M
3
+$1.92M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.51M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-1,420
802
– –
-55,775
803
– –
-5,885
804
– –
-3,805
805
– –
-29,945
806
– –
-3,375
807
– –
-2,965
808
– –
-340
809
– –
-52,813
810
– –
-36
811
– –
-14,828
812
– –
-845
813
– –
-65
814
$0 ﹤0.01%
1
815
– –
-15,385
816
– –
-11,125
817
– –
-1,105
818
– –
-1,330
819
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-735
820
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-980
821
– –
-2,875
822
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-8,675
823
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-29,355
824
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-445
825
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-620
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