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
501
$77K 0.02%
1,591
+190
502
$76K 0.02%
5,955
-345
503
$76K 0.02%
693
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504
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510
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505
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506
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507
$74K 0.02%
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-969
508
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2,875
+1,695
509
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+3,515
510
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511
$74K 0.02%
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512
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1,195
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513
$74K 0.02%
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514
$74K 0.02%
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515
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516
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519
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520
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522
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1,005
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523
$72K 0.02%
+1,085
524
$72K 0.02%
866
+240
525
$72K 0.02%
1,395
-110
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