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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$18K ﹤0.01%
150
677
$18K ﹤0.01%
190
-405
678
$18K ﹤0.01%
155
679
$18K ﹤0.01%
1,770
+1,155
680
$17K ﹤0.01%
210
681
$17K ﹤0.01%
165
682
$17K ﹤0.01%
1,160
+455
683
$16K ﹤0.01%
400
-1,065
684
$16K ﹤0.01%
540
685
$16K ﹤0.01%
330
-130
686
$16K ﹤0.01%
560
+220
687
$16K ﹤0.01%
117
-14
688
$16K ﹤0.01%
+225
689
$16K ﹤0.01%
+960
690
$15K ﹤0.01%
240
691
$15K ﹤0.01%
300
+115
692
$15K ﹤0.01%
180
693
$15K ﹤0.01%
70
-50
694
$15K ﹤0.01%
163
695
$15K ﹤0.01%
+480
696
$15K ﹤0.01%
+610
697
$15K ﹤0.01%
140
698
$15K ﹤0.01%
2,935
-350
699
$14K ﹤0.01%
165
-120
700
$14K ﹤0.01%
115
26 27
28
29 30