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
476
$91K 0.02%
3,350
+90
477
$90K 0.02%
2,740
+1,060
478
$88K 0.02%
1,555
+210
479
$88K 0.02%
4,500
-150
480
$87K 0.02%
20,973
-1,028
481
$87K 0.02%
5,520
-370
482
$86K 0.02%
2,495
+680
483
$86K 0.02%
1,665
-105
484
$86K 0.02%
2,580
-10
485
$85K 0.02%
2,830
-530
486
$85K 0.02%
1,485
+415
487
$83K 0.02%
2,648
-325
488
$83K 0.02%
1,305
-854
489
$83K 0.02%
1,680
-10
490
$82K 0.02%
745
+85
491
$82K 0.02%
1,185
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492
$80K 0.02%
2,156
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493
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2,224
-330
494
$80K 0.02%
2,780
-115
495
$80K 0.02%
2,690
496
$79K 0.02%
1,362
+165
497
$79K 0.02%
1,050
+135
498
$79K 0.02%
+890
499
$79K 0.02%
1,658
-720
500
$78K 0.02%
1,692
+215
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