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
626
$55K 0.02%
+920
627
$54K 0.02%
+670
628
$54K 0.02%
3,675
-30,415
629
$54K 0.02%
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630
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631
$53K 0.01%
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632
$53K 0.01%
+715
633
$52K 0.01%
+1,065
634
$52K 0.01%
+3,560
635
$52K 0.01%
+1,720
636
$52K 0.01%
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637
$52K 0.01%
+3,650
638
$51K 0.01%
+4,290
639
$49K 0.01%
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640
$49K 0.01%
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641
$49K 0.01%
+2,575
642
$49K 0.01%
+990
643
$48K 0.01%
+3,878
644
$48K 0.01%
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645
$47K 0.01%
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646
$47K 0.01%
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647
$47K 0.01%
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648
$47K 0.01%
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649
$47K 0.01%
+1,045
650
$46K 0.01%
+2,185
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