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
451
$185K 0.05%
+4,310
452
$185K 0.05%
+4,105
453
$182K 0.05%
21,835
+2,660
454
$182K 0.05%
+3,727
455
$182K 0.05%
133
+9
456
$181K 0.05%
+5,305
457
$178K 0.05%
+2,675
458
$177K 0.05%
+3,960
459
$177K 0.05%
3,880
-785
460
$175K 0.05%
+6,615
461
$174K 0.05%
2,580
-1,910
462
$173K 0.05%
+6,315
463
$172K 0.05%
10,280
+490
464
$169K 0.05%
+5,000
465
$168K 0.05%
+4,820
466
$168K 0.05%
+2,055
467
$167K 0.05%
2,905
-8,665
468
$166K 0.05%
+7,400
469
$164K 0.05%
+6,440
470
$163K 0.05%
+6,540
471
$162K 0.05%
+3,070
472
$161K 0.05%
+3,255
473
$160K 0.04%
+2,730
474
$160K 0.04%
+2,665
475
$160K 0.04%
+2,125
17 18
19
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