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
326
$386K 0.11%
+5,925
327
$384K 0.11%
4,335
-2,035
328
$384K 0.11%
9,590
-2,925
329
$382K 0.11%
2,620
-65
330
$382K 0.11%
7,295
-540
331
$382K 0.11%
29,605
+1,380
332
$379K 0.11%
3,990
+1,265
333
$376K 0.11%
4,565
+575
334
$374K 0.1%
3,532
+372
335
$372K 0.1%
62,513
-3,896
336
$372K 0.1%
3,341
+350
337
$371K 0.1%
67,450
+8,675
338
$368K 0.1%
4,115
-325
339
$367K 0.1%
59,600
+3,770
340
$366K 0.1%
4,600
+220
341
$365K 0.1%
5,035
+120
342
$364K 0.1%
10,155
-2,170
343
$363K 0.1%
3,945
-620
344
$361K 0.1%
28,631
-2,085
345
$359K 0.1%
87,365
+20,565
346
$356K 0.1%
3,890
-240
347
$351K 0.1%
10,513
+2,555
348
$351K 0.1%
20,020
+915
349
$349K 0.1%
32,240
-1,025
350
$344K 0.1%
5,559
+1,979
12 13
14
15 16