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
501
$81K 0.02%
3,065
-4,715
502
$81K 0.02%
965
-155
503
$80K 0.02%
2,090
-3,810
504
$80K 0.02%
1,775
-295
505
$79K 0.02%
9,093
-1,114
506
$79K 0.02%
1,940
-670
507
$78K 0.02%
18,699
+892
508
$78K 0.02%
19,672
+1,148
509
$78K 0.02%
1,102
-330
510
$78K 0.02%
11,330
+525
511
$77K 0.02%
2,055
-725
512
$76K 0.02%
1,850
-305
513
$75K 0.02%
+4,910
514
$75K 0.02%
1,150
-40
515
$74K 0.02%
+4,890
516
$73K 0.02%
540
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518
$73K 0.02%
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519
$72K 0.02%
1,460
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520
$72K 0.02%
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521
$71K 0.02%
+915
522
$71K 0.02%
604
+50
523
$70K 0.02%
+1,485
524
$70K 0.02%
22,885
+895
525
$69K 0.02%
3,850
-650
19 20
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