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
601
$65K 0.02%
+878
602
$65K 0.02%
+12,572
603
$64K 0.02%
+4,070
604
$64K 0.02%
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605
$64K 0.02%
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606
$63K 0.02%
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607
$63K 0.02%
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608
$60K 0.02%
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609
$60K 0.02%
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610
$60K 0.02%
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611
$59K 0.02%
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612
$59K 0.02%
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613
$59K 0.02%
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614
$59K 0.02%
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615
$57K 0.02%
4,665
-9,431
616
$57K 0.02%
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617
$57K 0.02%
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618
$57K 0.02%
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619
$56K 0.02%
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620
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621
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622
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623
$56K 0.02%
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624
$56K 0.02%
+1,607
625
$55K 0.02%
+2,384
23 24
25
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