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
476
$160K 0.04%
4,215
-3,450
477
$158K 0.04%
+1,849
478
$157K 0.04%
+3,596
479
$156K 0.04%
+1,860
480
$154K 0.04%
+3,940
481
$154K 0.04%
+6,100
482
$153K 0.04%
+2,196
483
$152K 0.04%
+1,890
484
$152K 0.04%
3,149
-2,550
485
$150K 0.04%
+2,135
486
$149K 0.04%
+2,565
487
$146K 0.04%
+5,844
488
$143K 0.04%
+3,641
489
$143K 0.04%
+4,285
490
$138K 0.04%
+619
491
$137K 0.04%
+1,625
492
$135K 0.04%
10,995
-26,245
493
$135K 0.04%
21,200
+575
494
$133K 0.04%
+710
495
$128K 0.04%
+3,693
496
$127K 0.04%
+3,515
497
$127K 0.04%
+4,360
498
$127K 0.04%
+2,425
499
$125K 0.04%
+1,630
500
$124K 0.03%
+13,925
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