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
401
$145K 0.03%
5,070
-3,540
402
$144K 0.03%
4,122
-102
403
$140K 0.03%
2,338
+913
404
$138K 0.03%
7,710
-125
405
$138K 0.03%
2,454
+598
406
$137K 0.03%
8,556
+2,552
407
$137K 0.03%
9,725
+1,250
408
$135K 0.03%
22,125
-580
409
$133K 0.03%
6,325
+1,115
410
$133K 0.03%
2,901
+2,298
411
$132K 0.03%
3,265
+28
412
$132K 0.03%
3,300
+1,755
413
$132K 0.03%
2,220
-50
414
$130K 0.03%
3,315
-220
415
$129K 0.03%
2,685
-185
416
$129K 0.03%
3,074
-6
417
$127K 0.03%
2,835
-2,805
418
$125K 0.03%
1,945
-130
419
$125K 0.03%
1,055
+84
420
$124K 0.03%
8,985
+375
421
$123K 0.03%
2,765
-1,110
422
$123K 0.03%
3,210
-30
423
$122K 0.03%
4,274
-730
424
$121K 0.03%
20
425
$121K 0.03%
7,125
+6,845
15 16
17
18 19