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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$59K 0.02%
570
-95
552
$59K 0.02%
375
-21
553
$59K 0.02%
+2,290
554
$59K 0.02%
4,157
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555
$58K 0.02%
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556
$58K 0.02%
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557
$58K 0.02%
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558
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560
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$56K 0.02%
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$55K 0.02%
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565
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455
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725
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$49K 0.01%
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574
$48K 0.01%
850
575
$48K 0.01%
360
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21 22
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