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
251
$468K 0.13%
6,446
252
$467K 0.13%
24,605
-270
253
$466K 0.13%
22,400
+5,230
254
$465K 0.13%
6,035
-335
255
$465K 0.13%
9,320
-95
256
$465K 0.13%
2,085
+240
257
$462K 0.13%
11,685
-435
258
$461K 0.13%
9,560
+450
259
$460K 0.13%
4,415
-130
260
$456K 0.13%
18,400
+850
261
$455K 0.13%
6,260
-1,826
262
$454K 0.13%
+4,350
263
$454K 0.13%
+50,985
264
$453K 0.13%
4,917
-52
265
$453K 0.13%
6,163
+748
266
$451K 0.13%
2,514
-145
267
$448K 0.13%
+5,430
268
$447K 0.13%
7,750
+350
269
$446K 0.12%
10,080
+564
270
$444K 0.12%
8,453
+2,833
271
$443K 0.12%
3,815
-1,175
272
$443K 0.12%
18,018
-198
273
$443K 0.12%
+4,675
274
$439K 0.12%
12,335
+950
275
$438K 0.12%
61,759
+1,732
9 10
11
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