IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Est. Return
21.8%
1 Year Est. Return
+21.8%
AUM
$290M
AUM Growth
-$14.3M
(-4.7%)
Holding
958
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.82M | |
| 3 | +$1.39M | |
| 4 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
+$1.25M |
| 5 |
ProShares Short S&P500
SH
|
+$1.21M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.75M | |
| 3 | +$1.67M | |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$1.63M |
| 5 |
Bank of America
BAC
|
+$1.48M |
Sector Composition
| 1 | Industrials | 13.9% |
| 2 | Financials | 13.15% |
| 3 | Technology | 11.24% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Healthcare | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
VF Corp
VFC
$5.58B
| – | – |
-107
|
|
||
952
Valmont Industries
VMI
$7.99B
| – | – |
-6
|
|
||
953
VeriSign
VRSN
$24.7B
| – | – |
-16
|
|
||
954
Viatris
VTRS
$11.9B
| – | – |
-3,165
|
|
||
955
Whirlpool
WHR
$4.07B
| – | – |
-2
|
|
||
956
Williams Companies
WMB
$76.3B
| $0 | ﹤0.01% |
1
-32
|
|
||
957
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-27,450
|
|
||
958
Yum! Brands
YUM
$40.3B
| – | – |
-13
|
|