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
676
$39K 0.01%
+1,325
677
$38K 0.01%
+333
678
$38K 0.01%
+1,055
679
$38K 0.01%
+1,375
680
$38K 0.01%
+1,340
681
$38K 0.01%
+1,349
682
$38K 0.01%
+900
683
$38K 0.01%
+820
684
$38K 0.01%
+1,445
685
$37K 0.01%
+750
686
$37K 0.01%
+249
687
$37K 0.01%
+426
688
$37K 0.01%
+590
689
$37K 0.01%
+1,394
690
$36K 0.01%
+732
691
$36K 0.01%
+1,505
692
$36K 0.01%
+340
693
$35K 0.01%
+575
694
$35K 0.01%
+555
695
$34K 0.01%
+1,105
696
$34K 0.01%
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697
$34K 0.01%
+1,492
698
$34K 0.01%
1,755
-22,910
699
$34K 0.01%
+1,570
700
$34K 0.01%
+1,150
26 27
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29 30