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
526
$100K 0.03%
+480
527
$100K 0.03%
+920
528
$98K 0.03%
+2,045
529
$97K 0.03%
+1,165
530
$97K 0.03%
+2,771
531
$96K 0.03%
+934
532
$95K 0.03%
+795
533
$95K 0.03%
+2,946
534
$94K 0.03%
+1,364
535
$94K 0.03%
+3,220
536
$94K 0.03%
+6,475
537
$94K 0.03%
+358
538
$94K 0.03%
+2,450
539
$93K 0.03%
+771
540
$91K 0.03%
+2,405
541
$90K 0.03%
+5,901
542
$90K 0.03%
+900
543
$90K 0.03%
+3,203
544
$89K 0.02%
+2,375
545
$89K 0.02%
+1,000
546
$89K 0.02%
+2,645
547
$88K 0.02%
+2,495
548
$88K 0.02%
+3,055
549
$88K 0.02%
+1,025
550
$87K 0.02%
+2,320
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