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
526
$100K 0.03%
+920
527
$98K 0.03%
+2,045
528
$97K 0.03%
+1,165
529
$97K 0.03%
+2,771
530
$96K 0.03%
+934
531
$95K 0.03%
+795
532
$95K 0.03%
+2,946
533
$94K 0.03%
+1,364
534
$94K 0.03%
+3,220
535
$94K 0.03%
+6,475
536
$94K 0.03%
+358
537
$94K 0.03%
+4,900
538
$93K 0.03%
+771
539
$91K 0.03%
+2,405
540
$90K 0.03%
+5,901
541
$90K 0.03%
+900
542
$90K 0.03%
+3,203
543
$89K 0.02%
+2,375
544
$89K 0.02%
+1,000
545
$89K 0.02%
+2,645
546
$88K 0.02%
+2,495
547
$88K 0.02%
+3,055
548
$88K 0.02%
+1,025
549
$87K 0.02%
+2,320
550
$86K 0.02%
+2,300
20 21
22
23 24