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
651
$45K 0.01%
+615
652
$44K 0.01%
+1,236
653
$44K 0.01%
+2,790
654
$44K 0.01%
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655
$44K 0.01%
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$44K 0.01%
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657
$44K 0.01%
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658
$43K 0.01%
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659
$43K 0.01%
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$43K 0.01%
+1,505
661
$43K 0.01%
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662
$42K 0.01%
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663
$42K 0.01%
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664
$42K 0.01%
521
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665
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666
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667
$42K 0.01%
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668
$41K 0.01%
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$41K 0.01%
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$40K 0.01%
330
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$39K 0.01%
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675
$39K 0.01%
+90
25 26
27
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