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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$391K 0.11%
7,570
+650
252
$391K 0.11%
7,885
-3,860
253
$376K 0.11%
13,720
+10,760
254
$374K 0.1%
10,415
-2,575
255
$372K 0.1%
+25,780
256
$371K 0.1%
8,210
-5,050
257
$369K 0.1%
23,492
+167
258
$368K 0.1%
11,155
+8,475
259
$363K 0.1%
19,300
-500
260
$362K 0.1%
3,359
+280
261
$359K 0.1%
5,380
-120
262
$358K 0.1%
10,220
+485
263
$356K 0.1%
11,145
+205
264
$354K 0.1%
3,325
+288
265
$352K 0.1%
14,185
+1,495
266
$345K 0.1%
7,785
+2,470
267
$344K 0.1%
33,175
-975
268
$344K 0.1%
11,125
+1,515
269
$342K 0.1%
8,185
+40
270
$333K 0.09%
3,076
+2,377
271
$330K 0.09%
17,430
+6,940
272
$329K 0.09%
+6,405
273
$326K 0.09%
+790
274
$324K 0.09%
35,530
-2,220
275
$321K 0.09%
10,970
+3,020
9 10
11
12 13