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
651
$46K 0.01%
+2,185
652
$45K 0.01%
+615
653
$44K 0.01%
+602
654
$44K 0.01%
+1,236
655
$44K 0.01%
+2,790
656
$44K 0.01%
+1,280
657
$44K 0.01%
+1,300
658
$44K 0.01%
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659
$43K 0.01%
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660
$43K 0.01%
+2,830
661
$43K 0.01%
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662
$43K 0.01%
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663
$42K 0.01%
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664
$42K 0.01%
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665
$42K 0.01%
521
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666
$42K 0.01%
+1,686
667
$42K 0.01%
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668
$42K 0.01%
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669
$41K 0.01%
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670
$41K 0.01%
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$41K 0.01%
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$41K 0.01%
+1,390
673
$40K 0.01%
330
-3,295
674
$39K 0.01%
+325
675
$39K 0.01%
+747
25 26
27
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