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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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.87M
3
+$2.54M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.28M
5
WRK
WestRock Company
WRK
+$2.28M

Top Sells

1
+$2.31M
2
+$2.26M
3
+$2.19M
4
REK icon
ProShares Short Real Estate
REK
+$2.06M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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902
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-12,740
903
– –
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904
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-40
905
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-1,790
906
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-4,685
907
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-625
908
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-48,460
909
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910
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-15
911
– –
-68,943
912
– –
-30,950
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-556
914
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915
– –
-78,540
916
– –
-2,540
917
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-455
918
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-415
919
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-260
920
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921
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922
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923
– –
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