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
351
$343K 0.1%
14,795
+1,005
352
$343K 0.1%
8,990
+1,155
353
$342K 0.1%
10,025
+460
354
$339K 0.09%
8,740
+1,060
355
$337K 0.09%
9,758
+3,143
356
$337K 0.09%
2,969
-635
357
$335K 0.09%
18,130
+2,200
358
$331K 0.09%
8,590
+1,050
359
$326K 0.09%
4,965
-9,030
360
$326K 0.09%
13,200
+4,565
361
$323K 0.09%
8,285
+2,150
362
$321K 0.09%
3,910
+560
363
$321K 0.09%
5,167
-12,986
364
$317K 0.09%
3,550
+85
365
$315K 0.09%
+2,770
366
$315K 0.09%
7,287
-291
367
$311K 0.09%
270
368
$308K 0.09%
14,440
-1,647
369
$308K 0.09%
3,310
+410
370
$308K 0.09%
17,645
+2,195
371
$305K 0.09%
6,145
+280
372
$304K 0.09%
6,385
-460
373
$302K 0.08%
4,145
+102
374
$302K 0.08%
11,295
+1,320
375
$298K 0.08%
9,620
+245
13 14
15
16 17