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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.58%
73,218
+1,095
27
$2.03M 0.57%
+100,490
28
$2.03M 0.57%
+54,420
29
$2.02M 0.57%
20,596
+220
30
$2.02M 0.57%
32,866
-1,630
31
$2M 0.56%
21,768
+785
32
$1.99M 0.56%
40,122
-2,910
33
$1.99M 0.56%
14,909
-470
34
$1.95M 0.54%
23,496
-3,615
35
$1.95M 0.54%
17,785
+255
36
$1.93M 0.54%
42,624
+795
37
$1.92M 0.54%
22,590
-1,210
38
$1.92M 0.54%
56,039
+46,585
39
$1.88M 0.53%
37,210
+2,546
40
$1.88M 0.53%
65,640
-8,770
41
$1.84M 0.52%
33,775
+21,635
42
$1.84M 0.51%
64,800
-8,475
43
$1.82M 0.51%
54,846
-925
44
$1.82M 0.51%
41,060
-1,810
45
$1.82M 0.51%
17,068
-570
46
$1.8M 0.5%
30,365
-9,360
47
$1.8M 0.5%
39,101
+347
48
$1.8M 0.5%
11,993
+350
49
$1.79M 0.5%
53,434
-2,125
50
$1.79M 0.5%
17,475
+338
1
2
3 4 5