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
426
$222K 0.06%
+3,515
427
$221K 0.06%
+2,116
428
$220K 0.06%
3,090
+80
429
$220K 0.06%
7,555
+125
430
$218K 0.06%
19,360
+2,630
431
$215K 0.06%
+8,256
432
$213K 0.06%
4,756
-13,320
433
$213K 0.06%
+4,810
434
$209K 0.06%
4,740
-780
435
$206K 0.06%
+4,762
436
$206K 0.06%
+1,705
437
$205K 0.06%
+6,752
438
$205K 0.06%
+6,342
439
$203K 0.06%
+2,156
440
$202K 0.06%
+7,160
441
$200K 0.06%
+2,205
442
$199K 0.06%
9,075
-985
443
$198K 0.06%
+4,205
444
$196K 0.05%
4,725
-17,155
445
$194K 0.05%
+4,200
446
$192K 0.05%
11,890
+630
447
$190K 0.05%
+5,125
448
$189K 0.05%
2,125
-1,285
449
$189K 0.05%
+17,645
450
$188K 0.05%
+4,202
16 17
18
19 20