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

Top Buys

1
+$1.99M
2
+$1.9M
3
+$1.1M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$772K

Top Sells

1
+$3.71M
2
+$3.17M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.04M

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
826
– –
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827
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828
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829
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830
$0 ﹤0.01%
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831
– –
-7,615
832
$0 ﹤0.01%
+21
833
– –
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834
– –
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835
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836
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837
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838
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840
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841
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842
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843
– –
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844
$0 ﹤0.01%
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845
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846
– –
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847
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848
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850
– –
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32 33
34
35 36