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
601
$45K 0.01%
1,948
+763
602
$45K 0.01%
850
603
$45K 0.01%
936
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604
$44K 0.01%
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-10,551
605
$44K 0.01%
+2,594
606
$44K 0.01%
570
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607
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1,242
-250
608
$42K 0.01%
340
-1,190
609
$42K 0.01%
1,555
-2,375
610
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4,870
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611
$40K 0.01%
1,485
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612
$40K 0.01%
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613
$39K 0.01%
1,125
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614
$39K 0.01%
285
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615
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1,421
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616
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$39K 0.01%
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570
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622
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2,435
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623
$37K 0.01%
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624
$37K 0.01%
630
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625
$37K 0.01%
+730
23 24
25
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