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
301
$304K 0.07%
19,630
-2,695
302
$302K 0.07%
3,680
+405
303
$297K 0.06%
10,485
-515
304
$289K 0.06%
40,011
+5,427
305
$288K 0.06%
2,165
-120
306
$286K 0.06%
2,610
307
$286K 0.06%
+6,400
308
$283K 0.06%
2,974
+1,618
309
$279K 0.06%
+3,345
310
$276K 0.06%
16,745
+3,305
311
$275K 0.06%
9,460
+1,360
312
$274K 0.06%
4,820
-340
313
$266K 0.06%
3,465
-45
314
$265K 0.06%
5,730
-505
315
$257K 0.06%
11,525
-20
316
$252K 0.05%
1,830
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317
$251K 0.05%
3,740
-1,185
318
$250K 0.05%
5,325
-75
319
$249K 0.05%
1,285
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320
$248K 0.05%
13,696
-218
321
$248K 0.05%
1,640
+275
322
$243K 0.05%
7,645
-85
323
$241K 0.05%
14,765
-3,878
324
$240K 0.05%
7,360
-2,140
325
$238K 0.05%
+3,090
11 12
13
14 15