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
501
$124K 0.03%
+2,623
502
$119K 0.03%
+9,450
503
$118K 0.03%
+1,570
504
$117K 0.03%
+3,860
505
$116K 0.03%
+2,175
506
$116K 0.03%
+3,795
507
$116K 0.03%
+4,120
508
$114K 0.03%
+4,280
509
$114K 0.03%
+2,950
510
$114K 0.03%
+5
511
$113K 0.03%
+1,953
512
$112K 0.03%
+1,290
513
$111K 0.03%
+888
514
$107K 0.03%
+2,450
515
$105K 0.03%
+1,863
516
$105K 0.03%
+2,557
517
$105K 0.03%
+3,230
518
$102K 0.03%
+39
519
$101K 0.03%
+944
520
$101K 0.03%
+2,446
521
$101K 0.03%
+2,495
522
$101K 0.03%
+1,450
523
$100K 0.03%
+959
524
$100K 0.03%
+1,685
525
$100K 0.03%
+5,146
19 20
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