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
351
$188K 0.04%
14,237
+20
352
$188K 0.04%
9,965
+2,075
353
$187K 0.04%
16,030
+290
354
$185K 0.04%
14,560
-1,340
355
$185K 0.04%
+1,815
356
$185K 0.04%
1,900
-65
357
$184K 0.04%
28,740
+4,070
358
$183K 0.04%
2,305
+70
359
$182K 0.04%
4,620
360
$181K 0.04%
4,270
+2,745
361
$180K 0.04%
4,384
+89
362
$177K 0.04%
6,750
+5,305
363
$176K 0.04%
2,800
+735
364
$176K 0.04%
3,115
-40
365
$175K 0.04%
3,370
-1,195
366
$175K 0.04%
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367
$171K 0.04%
2,725
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368
$171K 0.04%
32,135
-155
369
$169K 0.04%
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370
$168K 0.04%
7,330
-615
371
$168K 0.04%
6,457
+94
372
$167K 0.04%
11,885
-10
373
$165K 0.04%
3,820
374
$165K 0.04%
+19,747
375
$165K 0.04%
14,990
+3,650
13 14
15
16 17