IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.09M
2
+$2.79M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.22M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.62M
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
$384K 0.11%
9,590
-2,925
327
$384K 0.11%
4,335
-2,035
328
$382K 0.11%
2,620
-65
329
$382K 0.11%
7,295
-540
330
$382K 0.11%
29,605
+1,380
331
$379K 0.11%
3,990
+1,265
332
$376K 0.11%
4,565
+575
333
$374K 0.1%
3,532
+372
334
$372K 0.1%
62,513
-3,896
335
$372K 0.1%
3,341
+350
336
$371K 0.1%
67,450
+8,675
337
$368K 0.1%
4,115
-325
338
$367K 0.1%
59,600
+3,770
339
$366K 0.1%
4,600
+220
340
$365K 0.1%
5,035
+120
341
$364K 0.1%
10,155
-2,170
342
$363K 0.1%
3,945
-620
343
$361K 0.1%
28,631
-2,085
344
$359K 0.1%
87,365
+20,565
345
$356K 0.1%
3,890
-240
346
$351K 0.1%
10,513
+2,555
347
$351K 0.1%
20,020
+915
348
$349K 0.1%
32,240
-1,025
349
$344K 0.1%
5,559
+1,979
350
$343K 0.1%
14,795
+1,005
12 13
14
15 16