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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-34
1152
– –
-134
1153
– –
-100
1154
– –
0
1155
– –
0
1156
– –
-3
1157
– –
-18
1158
– –
-4,297
1159
– –
-43
1160
– –
-485
1161
– –
-32
1162
– –
-28
1163
– –
0
1164
– –
-195
1165
– –
-13
1166
– –
-6,145
1167
– –
-71
1168
– –
0
1169
– –
-146
1170
– –
0
1171
– –
0
1172
– –
-140
1173
– –
0
1174
– –
-27
1175
– –
-76
45 46
47
48 49