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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
851
– –
-680
852
– –
-99,473
853
– –
-33,165
854
$0 ﹤0.01%
+13
855
– –
-1,345
856
– –
-16,824
857
– –
-4,925
858
– –
-820
859
$0 ﹤0.01%
+2
860
– –
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861
– –
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862
– –
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863
– –
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864
– –
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865
– –
-12,585
866
– –
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867
– –
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– –
-295
869
– –
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870
– –
-7,610
871
$0 ﹤0.01%
+14
872
– –
-845
873
– –
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874
– –
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875
– –
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