IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
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
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
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
1
$9.71M 1.94%
309,620
+8,160
2
$8.62M 1.72%
74,490
+23,945
3
$6.46M 1.29%
127,264
+12,428
4
$6.18M 1.24%
284,740
+19,660
5
$5.81M 1.16%
67,765
+3,181
6
$5.64M 1.13%
212,440
+35,195
7
$4.53M 0.91%
79,149
+12,736
8
$4.34M 0.87%
130,410
+12,505
9
$4.29M 0.86%
74,048
+34,663
10
$4.29M 0.86%
210,987
-45,920
11
$4.29M 0.86%
106,582
-600
12
$4.24M 0.85%
74,645
-2,490
13
$4.21M 0.84%
247,635
+13,320
14
$4.17M 0.84%
61,618
+1,531
15
$4.05M 0.81%
75,333
+510
16
$4.03M 0.81%
275,040
+61,760
17
$3.99M 0.8%
72,160
+6,008
18
$3.98M 0.8%
45,218
-8,900
19
$3.69M 0.74%
110,025
+10,511
20
$3.5M 0.7%
89,437
+10,715
21
$3.49M 0.7%
71,794
+14,864
22
$3.48M 0.7%
87,980
+6,910
23
$3.48M 0.7%
44,316
+420
24
$3.43M 0.69%
92,772
+1,446
25
$3.3M 0.66%
91,301
+155
1
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