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
1226
– –
0
1227
– –
0
1228
– –
0
1229
– –
-26
1230
– –
0
1231
– –
-52
1232
– –
-32,940
1233
– –
-34
1234
– –
-41
1235
– –
-2,680
1236
– –
0
1237
– –
0
1238
– –
0
1239
– –
-524
1240
– –
-825
1241
– –
-18
1242
– –
-43
1243
– –
-137
1244
– –
-2,116
1245
– –
-320
1246
– –
0
1247
– –
-12
1248
– –
-372
1249
– –
0
1250
– –
0
47 48 49
50
51