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
276
$405K 0.09%
8,940
-40
277
$402K 0.09%
8,505
-100
278
$395K 0.09%
3,415
-230
279
$387K 0.08%
24,147
+3,400
280
$386K 0.08%
15,555
+2,460
281
$383K 0.08%
10,750
+555
282
$373K 0.08%
+11,330
283
$369K 0.08%
8,110
284
$368K 0.08%
+49,800
285
$365K 0.08%
17,590
+2,280
286
$362K 0.08%
3,523
+476
287
$359K 0.08%
12,930
+100
288
$353K 0.08%
21,540
+2,875
289
$349K 0.08%
12,780
+180
290
$346K 0.08%
24,945
+4,870
291
$342K 0.07%
2,745
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292
$336K 0.07%
14,828
-37,887
293
$334K 0.07%
4,830
+1,545
294
$324K 0.07%
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295
$321K 0.07%
4,165
+115
296
$319K 0.07%
13,045
-60,533
297
$319K 0.07%
18,110
+150
298
$313K 0.07%
3,005
-610
299
$310K 0.07%
9,454
300
$305K 0.07%
9,020
+70
10 11
12
13 14