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
551
$86K 0.02%
+2,300
552
$84K 0.02%
+668
553
$84K 0.02%
+2,610
554
$83K 0.02%
+1,805
555
$83K 0.02%
+825
556
$82K 0.02%
+1,395
557
$82K 0.02%
+1,272
558
$81K 0.02%
+1,152
559
$80K 0.02%
+1,056
560
$80K 0.02%
+860
561
$79K 0.02%
+13
562
$78K 0.02%
+2,370
563
$77K 0.02%
+1,130
564
$77K 0.02%
+643
565
$77K 0.02%
+1,795
566
$77K 0.02%
+1,934
567
$77K 0.02%
+925
568
$76K 0.02%
+1,364
569
$76K 0.02%
+3,330
570
$76K 0.02%
+475
571
$76K 0.02%
+2,195
572
$76K 0.02%
+9,135
573
$76K 0.02%
+6,365
574
$75K 0.02%
+1,300
575
$75K 0.02%
+2,670
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