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
26
$2.16M 0.61%
38,470
+2,375
27
$2.15M 0.6%
50,270
-540
28
$2.1M 0.59%
1,161
+69
29
$2.01M 0.56%
27,094
+1,670
30
$1.96M 0.55%
22,487
+1,080
31
$1.95M 0.55%
48,169
+3,005
32
$1.95M 0.55%
73,910
+44,125
33
$1.94M 0.54%
39,925
-2,755
34
$1.88M 0.53%
16,967
-400
35
$1.87M 0.52%
37,840
-14,970
36
$1.81M 0.51%
21,505
-2,417
37
$1.81M 0.51%
25,060
-2,140
38
$1.8M 0.5%
28,049
-191
39
$1.74M 0.49%
32,778
+1,520
40
$1.69M 0.47%
8,610
+3,060
41
$1.65M 0.46%
66,165
+9,365
42
$1.62M 0.45%
12,834
+1,501
43
$1.58M 0.44%
51,250
+1,765
44
$1.52M 0.43%
11,671
+705
45
$1.48M 0.41%
26,035
+1,610
46
$1.42M 0.4%
41,230
-3,109
47
$1.42M 0.4%
25,629
+2,174
48
$1.41M 0.4%
36,120
+2,235
49
$1.39M 0.39%
+47,700
50
$1.39M 0.39%
37,630
-995