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
801
$1K ﹤0.01%
+14
802
$1K ﹤0.01%
+13
803
$1K ﹤0.01%
+5
804
$1K ﹤0.01%
+14
805
$1K ﹤0.01%
+15
806
$1K ﹤0.01%
+24
807
$1K ﹤0.01%
+88
808
$1K ﹤0.01%
+20
809
$1K ﹤0.01%
15
-14,864
810
$1K ﹤0.01%
+11
811
$1K ﹤0.01%
+16
812
$1K ﹤0.01%
+22
813
– –
0
814
$1K ﹤0.01%
+72
815
– –
-845
816
– –
-2,560
817
– –
-4,190
818
– –
-3,225
819
– –
-595
820
– –
-440
821
– –
-9,405
822
– –
-220
823
$0 ﹤0.01%
6
-294
824
$0 ﹤0.01%
+6
825
– –
-700
31 32
33
34 35