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
626
$55K 0.02%
2,235
-11,670
627
$55K 0.02%
+920
628
$54K 0.02%
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629
$54K 0.02%
3,675
-30,415
630
$54K 0.02%
+626
631
$53K 0.01%
+5,380
632
$53K 0.01%
+2,340
633
$53K 0.01%
+715
634
$52K 0.01%
+1,065
635
$52K 0.01%
+3,560
636
$52K 0.01%
+1,720
637
$52K 0.01%
+585
638
$52K 0.01%
+3,650
639
$51K 0.01%
+4,290
640
$49K 0.01%
+850
641
$49K 0.01%
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642
$49K 0.01%
+2,575
643
$49K 0.01%
+990
644
$48K 0.01%
+3,878
645
$48K 0.01%
+1,385
646
$47K 0.01%
+3,515
647
$47K 0.01%
+2,940
648
$47K 0.01%
+1,620
649
$47K 0.01%
+1,045
650
$47K 0.01%
+895
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