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
376
$293K 0.08%
6,610
+610
377
$290K 0.08%
4,555
+130
378
$289K 0.08%
+2,440
379
$288K 0.08%
3,855
380
$287K 0.08%
2,865
+345
381
$286K 0.08%
2,610
382
$286K 0.08%
2,245
+60
383
$285K 0.08%
5,953
+1,428
384
$285K 0.08%
8,830
-7,150
385
$285K 0.08%
10,615
+270
386
$283K 0.08%
3,725
+180
387
$281K 0.08%
4,855
-378
388
$280K 0.08%
19,585
+5,435
389
$280K 0.08%
19,115
-1,355
390
$279K 0.08%
8,837
+2,567
391
$277K 0.08%
10,235
+2,540
392
$272K 0.08%
10,300
+1,655
393
$271K 0.08%
4,690
+575
394
$271K 0.08%
+7,075
395
$271K 0.08%
+1,280
396
$267K 0.07%
+6,942
397
$267K 0.07%
3,935
+785
398
$265K 0.07%
8,436
+983
399
$265K 0.07%
4,760
-455
400
$264K 0.07%
17,660
+480
14 15
16
17 18