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
$357M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.84M
3
+$1.85M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.16M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.7M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$980K

Sector Composition

1 Industrials 14.33%
2 Technology 9.61%
3 Consumer Discretionary 8.53%
4 Financials 8.44%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$508K 0.14%
17,891
+1,233
227
$506K 0.14%
5,325
-295
228
$504K 0.14%
13,560
-1,000
229
$504K 0.14%
6,415
+165
230
$503K 0.14%
9,260
-305
231
$502K 0.14%
36,160
+1,640
232
$501K 0.14%
+26,783
233
$500K 0.14%
16,565
-227
234
$497K 0.14%
115,665
+1,787
235
$497K 0.14%
13,930
-450
236
$496K 0.14%
7,930
+235
237
$494K 0.14%
17,340
-595
238
$494K 0.14%
5,022
+727
239
$494K 0.14%
6,480
+625
240
$488K 0.14%
7,805
+3,215
241
$485K 0.14%
+9,645
242
$485K 0.14%
26,905
-295
243
$483K 0.14%
45,545
-480
244
$481K 0.13%
5,130
+235
245
$478K 0.13%
7,680
-110
246
$471K 0.13%
+7,719
247
$470K 0.13%
11,195
-115
248
$469K 0.13%
10,430
-365
249
$469K 0.13%
21,474
+64
250
$468K 0.13%
9,566
-7,340
8 9
10
11 12