IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.09M
2
+$2.79M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.22M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.62M
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%
+1,365
577
$73K 0.02%
+3,770
578
$72K 0.02%
+2,489
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
$71K 0.02%
+2,875
585
$71K 0.02%
+592
586
$71K 0.02%
+846
587
$71K 0.02%
+1,030
588
$70K 0.02%
+1,620
589
$70K 0.02%
+2,610
590
$70K 0.02%
+2,850
591
$70K 0.02%
+1,139
592
$69K 0.02%
+3,445
593
$69K 0.02%
+595
594
$69K 0.02%
+1,635
595
$67K 0.02%
+1,790
596
$66K 0.02%
+983
597
$66K 0.02%
+3,050
598
$66K 0.02%
+2,236
599
$65K 0.02%
+510
600
$65K 0.02%
+878
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