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
451
$185K 0.05%
+4,310
452
$182K 0.05%
21,835
+2,660
453
$182K 0.05%
+3,727
454
$182K 0.05%
133
+9
455
$181K 0.05%
+5,305
456
$178K 0.05%
+2,675
457
$177K 0.05%
+3,960
458
$177K 0.05%
3,880
-785
459
$175K 0.05%
+6,615
460
$174K 0.05%
2,580
-1,910
461
$173K 0.05%
+6,315
462
$172K 0.05%
10,280
+490
463
$169K 0.05%
+5,000
464
$168K 0.05%
+4,820
465
$168K 0.05%
+2,055
466
$167K 0.05%
2,905
-8,665
467
$166K 0.05%
+7,400
468
$164K 0.05%
+6,440
469
$163K 0.05%
+6,540
470
$162K 0.05%
+3,070
471
$161K 0.05%
+3,255
472
$160K 0.04%
+2,730
473
$160K 0.04%
+2,665
474
$160K 0.04%
+2,125
475
$160K 0.04%
4,215
-3,450
17 18
19
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