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
26
$2.94M 0.64%
67,842
-760
27
$2.93M 0.64%
63,873
-7,921
28
$2.92M 0.63%
27,758
-540
29
$2.92M 0.63%
35,397
-9,821
30
$2.9M 0.63%
90,487
-2,285
31
$2.79M 0.61%
28,403
+7,214
32
$2.74M 0.6%
66,609
+5,755
33
$2.7M 0.59%
82,166
-9,135
34
$2.7M 0.59%
25,052
+21,482
35
$2.69M 0.59%
23,324
-250
36
$2.69M 0.58%
78,160
+42,200
37
$2.68M 0.58%
102,193
+5,765
38
$2.68M 0.58%
47,147
+1,290
39
$2.65M 0.58%
22,847
+845
40
$2.64M 0.57%
22,340
+4,030
41
$2.59M 0.56%
65,274
+3,050
42
$2.56M 0.56%
94,242
-12,340
43
$2.52M 0.55%
136,935
+67,305
44
$2.49M 0.54%
27,581
+2,245
45
$2.43M 0.53%
20,135
-2,100
46
$2.39M 0.52%
13,749
+810
47
$2.34M 0.51%
1,535
+85
48
$2.32M 0.51%
56,984
-8,735
49
$2.31M 0.5%
16,683
+5,195
50
$2.29M 0.5%
19,083
+900
1
2
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