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
376
$163K 0.04%
6,540
377
$162K 0.04%
5,020
-680
378
$162K 0.04%
13,180
+340
379
$161K 0.04%
4,860
-68
380
$161K 0.04%
21,735
-245
381
$161K 0.04%
1,895
+1,140
382
$158K 0.03%
14,680
+205
383
$157K 0.03%
4,800
+1,330
384
$157K 0.03%
10,080
+50
385
$156K 0.03%
3,257
-1,030
386
$155K 0.03%
5,410
+2,775
387
$154K 0.03%
3,531
-418
388
$152K 0.03%
3,930
+20
389
$152K 0.03%
5,046
-3,978
390
$152K 0.03%
2,700
-65
391
$151K 0.03%
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392
$151K 0.03%
1,088
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393
$151K 0.03%
9,415
-95
394
$150K 0.03%
7,553
+240
395
$150K 0.03%
1,760
-6,905
396
$148K 0.03%
3,415
+615
397
$148K 0.03%
5,820
+40
398
$148K 0.03%
3,810
-1,165
399
$147K 0.03%
6,175
+10
400
$146K 0.03%
18,015
+35
14 15
16
17 18