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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$497K 0.11%
28,205
+4,225
252
$497K 0.11%
2,420
+1,790
253
$495K 0.11%
9,116
+240
254
$487K 0.11%
19,769
+11,400
255
$485K 0.11%
11,690
-25
256
$464K 0.1%
38,735
+960
257
$461K 0.1%
21,765
+3,275
258
$458K 0.1%
14,495
-12,550
259
$456K 0.1%
12,130
-500
260
$453K 0.1%
4,186
+3,590
261
$450K 0.1%
+9,410
262
$441K 0.1%
16,908
-2,082
263
$440K 0.1%
9,855
-30
264
$440K 0.1%
146,210
+115,490
265
$440K 0.1%
8,305
+40
266
$437K 0.1%
16,065
-40
267
$436K 0.09%
19,415
-11,345
268
$435K 0.09%
52,155
+1,645
269
$432K 0.09%
6,446
270
$426K 0.09%
16,185
+500
271
$421K 0.09%
14,125
-70
272
$417K 0.09%
4,090
-150
273
$416K 0.09%
8,096
-33
274
$414K 0.09%
12,675
+180
275
$412K 0.09%
14,819
+13,000
9 10
11
12 13