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
476
$158K 0.04%
+1,849
477
$157K 0.04%
+3,596
478
$156K 0.04%
+1,860
479
$154K 0.04%
+3,940
480
$154K 0.04%
+6,100
481
$153K 0.04%
+2,196
482
$152K 0.04%
+1,890
483
$152K 0.04%
3,149
-2,550
484
$150K 0.04%
+2,135
485
$149K 0.04%
+2,565
486
$146K 0.04%
+5,844
487
$143K 0.04%
+3,641
488
$143K 0.04%
+4,285
489
$138K 0.04%
+619
490
$137K 0.04%
+1,625
491
$135K 0.04%
10,995
-26,245
492
$135K 0.04%
21,200
+575
493
$133K 0.04%
+710
494
$128K 0.04%
+3,693
495
$127K 0.04%
+3,515
496
$127K 0.04%
+4,360
497
$127K 0.04%
+2,425
498
$125K 0.04%
+1,630
499
$124K 0.03%
+13,925
500
$124K 0.03%
+2,623
18 19
20
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