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
551
$63K 0.01%
1,220
+145
552
$62K 0.01%
754
-180
553
$62K 0.01%
+660
554
$61K 0.01%
2,910
+160
555
$61K 0.01%
6,729
+2,635
556
$60K 0.01%
550
+135
557
$60K 0.01%
1,442
-290
558
$60K 0.01%
1,593
+200
559
$60K 0.01%
1,825
-330
560
$59K 0.01%
2,955
+190
561
$59K 0.01%
+1,475
562
$58K 0.01%
+6,575
563
$58K 0.01%
+845
564
$57K 0.01%
1,990
-155
565
$57K 0.01%
3,585
-65
566
$57K 0.01%
4,590
-325
567
$56K 0.01%
2,816
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568
$56K 0.01%
810
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569
$56K 0.01%
+1,415
570
$55K 0.01%
1,320
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571
$53K 0.01%
1,475
572
$53K 0.01%
455
-55
573
$52K 0.01%
1,050
-225
574
$52K 0.01%
4,915
-135
575
$51K 0.01%
1,779
-1,056
21 22
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