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
301
$418K 0.12%
5,706
+323
302
$418K 0.12%
11,030
-115
303
$417K 0.12%
5,506
+91
304
$417K 0.12%
8,335
+375
305
$417K 0.12%
31,820
-335
306
$417K 0.12%
12,895
-2,535
307
$416K 0.12%
5,640
-1,695
308
$414K 0.12%
963
+30
309
$412K 0.12%
17,103
-196
310
$408K 0.11%
7,798
-235
311
$408K 0.11%
2,612
+155
312
$408K 0.11%
5,024
+460
313
$407K 0.11%
8,488
+2,248
314
$404K 0.11%
25,600
-1,895
315
$401K 0.11%
5,403
-5,927
316
$398K 0.11%
9,730
-365
317
$397K 0.11%
8,727
+955
318
$397K 0.11%
12,710
+590
319
$397K 0.11%
11,125
-6,750
320
$397K 0.11%
3,870
321
$394K 0.11%
+5,135
322
$392K 0.11%
7,840
+950
323
$389K 0.11%
2,273
+413
324
$389K 0.11%
21,915
+1,030
325
$389K 0.11%
8,000
-500
11 12
13
14 15