IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.09M
2
+$2.79M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.22M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.62M
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
$262K 0.07%
2,600
-1,305
402
$262K 0.07%
4,335
+115
403
$261K 0.07%
4,445
+105
404
$257K 0.07%
+8,805
405
$256K 0.07%
4,045
+495
406
$254K 0.07%
9,914
+1,154
407
$254K 0.07%
7,865
+965
408
$252K 0.07%
20,707
409
$251K 0.07%
+3,928
410
$250K 0.07%
1,980
-40
411
$246K 0.07%
7,515
+1,040
412
$241K 0.07%
+3,780
413
$241K 0.07%
3,040
+370
414
$239K 0.07%
7,276
+214
415
$236K 0.07%
3,735
+460
416
$236K 0.07%
6,555
+825
417
$236K 0.07%
5,455
+675
418
$235K 0.07%
+12,859
419
$234K 0.07%
5,730
420
$232K 0.06%
+5,385
421
$229K 0.06%
+4,405
422
$228K 0.06%
3,815
-1,885
423
$224K 0.06%
+2,358
424
$223K 0.06%
5,333
+135
425
$222K 0.06%
+3,515
15 16
17
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