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
576
$74K 0.02%
+1,215
577
$74K 0.02%
+1,365
578
$73K 0.02%
+3,770
579
$72K 0.02%
+1,081
580
$72K 0.02%
+1,660
581
$72K 0.02%
+2,055
582
$72K 0.02%
+630
583
$72K 0.02%
+2,110
584
$72K 0.02%
+2,489
585
$71K 0.02%
+2,875
586
$71K 0.02%
+592
587
$71K 0.02%
+846
588
$71K 0.02%
+1,030
589
$70K 0.02%
+1,620
590
$70K 0.02%
+2,610
591
$70K 0.02%
+2,850
592
$70K 0.02%
+1,139
593
$69K 0.02%
+595
594
$69K 0.02%
+1,635
595
$69K 0.02%
+3,445
596
$67K 0.02%
+1,790
597
$66K 0.02%
+983
598
$66K 0.02%
+3,050
599
$66K 0.02%
+2,236
600
$65K 0.02%
+510
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