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
276
$437K 0.12%
9,085
-4,980
277
$436K 0.12%
5,091
+1,896
278
$436K 0.12%
6,340
+810
279
$433K 0.12%
+4,130
280
$431K 0.12%
8,390
-635
281
$431K 0.12%
20,066
-4,044
282
$431K 0.12%
5,330
-165
283
$430K 0.12%
95,680
-20,400
284
$430K 0.12%
22,700
-235
285
$429K 0.12%
4,485
+1,565
286
$429K 0.12%
4,480
-1,010
287
$429K 0.12%
+14,300
288
$428K 0.12%
52,095
+15,455
289
$428K 0.12%
11,760
+535
290
$427K 0.12%
23,904
-310
291
$427K 0.12%
8,110
+990
292
$426K 0.12%
10,355
+1,265
293
$425K 0.12%
15,278
+113
294
$425K 0.12%
7,725
-300
295
$424K 0.12%
20,300
+920
296
$424K 0.12%
+9,130
297
$423K 0.12%
4,200
-1,355
298
$422K 0.12%
34,940
+3,750
299
$422K 0.12%
13,220
+730
300
$418K 0.12%
13,355
-775
10 11
12
13 14