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
276
$320K 0.09%
5,130
+405
277
$320K 0.09%
9,400
-300
278
$315K 0.09%
21,760
+4,520
279
$311K 0.09%
3,135
+1,530
280
$308K 0.09%
5,703
-220
281
$304K 0.09%
2,435
+85
282
$303K 0.08%
9,355
-125
283
$302K 0.08%
5,490
+1,585
284
$301K 0.08%
18,150
+2,525
285
$298K 0.08%
4,105
-570
286
$292K 0.08%
2,235
+50
287
$291K 0.08%
+3,288
288
$290K 0.08%
4,880
-1,035
289
$289K 0.08%
5,060
-2,000
290
$288K 0.08%
6,900
-55
291
$286K 0.08%
8,020
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292
$285K 0.08%
9,460
+105
293
$285K 0.08%
5,855
+505
294
$282K 0.08%
8,226
-1,080
295
$282K 0.08%
11,385
+95
296
$279K 0.08%
+5,115
297
$272K 0.08%
5,026
+1,235
298
$272K 0.08%
6,680
+740
299
$270K 0.08%
4,578
-700
300
$268K 0.08%
6,960
10 11
12
13 14