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
501
$119K 0.03%
+9,450
502
$118K 0.03%
+1,570
503
$117K 0.03%
+3,860
504
$116K 0.03%
+4,120
505
$116K 0.03%
+2,175
506
$116K 0.03%
+3,795
507
$114K 0.03%
+4,280
508
$114K 0.03%
+2,950
509
$114K 0.03%
+5
510
$113K 0.03%
+1,953
511
$112K 0.03%
+1,290
512
$111K 0.03%
+888
513
$107K 0.03%
+2,450
514
$105K 0.03%
+1,863
515
$105K 0.03%
+2,557
516
$105K 0.03%
+3,230
517
$102K 0.03%
+39
518
$101K 0.03%
+1,450
519
$101K 0.03%
+944
520
$101K 0.03%
+2,446
521
$101K 0.03%
+2,495
522
$100K 0.03%
+2,292
523
$100K 0.03%
+1,685
524
$100K 0.03%
+5,146
525
$100K 0.03%
+480
19 20
21
22 23