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
326
$235K 0.05%
+11,790
327
$234K 0.05%
2,135
+30
328
$231K 0.05%
8,720
+3,415
329
$228K 0.05%
4,720
-110
330
$228K 0.05%
19,470
+1,090
331
$225K 0.05%
3,350
+295
332
$225K 0.05%
2,570
-910
333
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6,115
-2,105
334
$224K 0.05%
176
+21
335
$215K 0.05%
6,975
+260
336
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5,700
-485
337
$213K 0.05%
+11,160
338
$212K 0.05%
5,700
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339
$211K 0.05%
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340
$207K 0.05%
7,060
-1,570
341
$203K 0.04%
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342
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343
$199K 0.04%
4,445
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344
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1,062
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345
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346
$192K 0.04%
3,775
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347
$192K 0.04%
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-140
348
$191K 0.04%
2,050
-40
349
$191K 0.04%
1,430
-570
350
$190K 0.04%
+3,865
12 13
14
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