IPRC

Indices-Pac Research Corporation Portfolio holdings

AUM $156M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$905K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.69M
3
+$2.39M
4
CSCO icon
Cisco
CSCO
+$1.98M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M

Top Sells

1
+$2.42M
2
+$2.05M
3
+$2.01M
4
PSX icon
Phillips 66
PSX
+$1.59M
5
LUMN icon
Lumen
LUMN
+$1.56M

Sector Composition

1 Healthcare 15.92%
2 Consumer Staples 12.43%
3 Financials 12.38%
4 Technology 11.72%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160K 0.11%
+17,326
177
$150K 0.1%
29,662
178
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-4,250
179
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-26,355
180
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-18,994
182
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183
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184
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185
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186
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-7,464
187
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188
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189
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190
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-7,137
191
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-10,121
192
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193
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195
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-4,540
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199
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-48,865
200
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-14,125
6 7
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