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
676
$39K 0.01%
+90
677
$39K 0.01%
+1,325
678
$38K 0.01%
+1,055
679
$38K 0.01%
+1,375
680
$38K 0.01%
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681
$38K 0.01%
+1,338
682
$38K 0.01%
+900
683
$38K 0.01%
+820
684
$38K 0.01%
+1,445
685
$38K 0.01%
+1,340
686
$37K 0.01%
+1,394
687
$37K 0.01%
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688
$37K 0.01%
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689
$37K 0.01%
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690
$37K 0.01%
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691
$36K 0.01%
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$36K 0.01%
+1,505
693
$36K 0.01%
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694
$35K 0.01%
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695
$35K 0.01%
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696
$34K 0.01%
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697
$34K 0.01%
1,755
-22,910
698
$34K 0.01%
+1,570
699
$34K 0.01%
+1,150
700
$34K 0.01%
+1,105
26 27
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