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 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$97K 0.03%
1,442
-400
477
$97K 0.03%
+1,030
478
$97K 0.03%
9,670
-340
479
$97K 0.03%
1,650
+1,080
480
$97K 0.03%
2,875
+445
481
$97K 0.03%
2,130
+615
482
$96K 0.03%
1,190
-20
483
$96K 0.03%
7,310
-860
484
$95K 0.03%
20,620
-1,350
485
$95K 0.03%
1,993
+1,703
486
$95K 0.03%
700
-1,070
487
$92K 0.03%
1,275
+75
488
$92K 0.03%
+2,725
489
$92K 0.03%
1,905
-175
490
$90K 0.03%
1,135
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491
$89K 0.02%
7,425
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493
$88K 0.02%
2,655
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494
$88K 0.02%
1,185
-195
495
$85K 0.02%
2,325
+1,075
496
$85K 0.02%
1,241
+275
497
$83K 0.02%
1,700
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498
$83K 0.02%
1,440
+265
499
$83K 0.02%
2,305
-660
500
$82K 0.02%
2,220
-225
18 19
20
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