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
401
$263K 0.07%
6,230
+1,230
402
$262K 0.07%
4,335
+115
403
$262K 0.07%
2,600
-1,305
404
$261K 0.07%
4,445
+105
405
$257K 0.07%
+8,805
406
$256K 0.07%
4,045
+495
407
$254K 0.07%
9,914
+1,154
408
$254K 0.07%
7,865
+965
409
$252K 0.07%
20,707
410
$251K 0.07%
+3,928
411
$250K 0.07%
1,980
-40
412
$246K 0.07%
7,515
+1,040
413
$241K 0.07%
3,040
+370
414
$241K 0.07%
+3,780
415
$239K 0.07%
7,276
+214
416
$236K 0.07%
3,735
+460
417
$236K 0.07%
6,555
+825
418
$236K 0.07%
5,455
+675
419
$235K 0.07%
+12,859
420
$234K 0.07%
5,730
421
$232K 0.06%
+5,385
422
$229K 0.06%
+4,405
423
$228K 0.06%
3,815
-1,885
424
$224K 0.06%
+2,358
425
$223K 0.06%
5,333
+135
15 16
17
18 19