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
526
$71K 0.02%
1,015
+840
527
$71K 0.02%
3,410
+220
528
$70K 0.02%
+1,430
529
$70K 0.02%
540
+66
530
$70K 0.02%
2,710
+450
531
$70K 0.02%
13,055
-9,948
532
$70K 0.02%
1,775
-120
533
$70K 0.02%
1,666
+205
534
$70K 0.02%
1,135
-45
535
$69K 0.02%
1,375
-40
536
$69K 0.02%
1,428
+135
537
$69K 0.02%
2,400
-800
538
$68K 0.01%
+880
539
$68K 0.01%
4,305
+4,155
540
$67K 0.01%
1,950
541
$66K 0.01%
530
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542
$65K 0.01%
+4,155
543
$65K 0.01%
2,280
544
$65K 0.01%
1,120
-10
545
$65K 0.01%
+6,095
546
$65K 0.01%
629
-15
547
$64K 0.01%
876
-2,814
548
$64K 0.01%
3,389
+470
549
$64K 0.01%
1,190
+70
550
$63K 0.01%
+1,374
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