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
701
$34K 0.01%
+1,150
702
$33K 0.01%
750
-8,885
703
$33K 0.01%
+857
704
$33K 0.01%
+3,105
705
$33K 0.01%
+1,644
706
$32K 0.01%
+2,702
707
$32K 0.01%
+1,820
708
$32K 0.01%
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709
$32K 0.01%
+1,510
710
$32K 0.01%
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711
$32K 0.01%
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712
$32K 0.01%
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713
$32K 0.01%
+330
714
$32K 0.01%
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715
$32K 0.01%
+1,762
716
$31K 0.01%
+521
717
$31K 0.01%
+670
718
$31K 0.01%
+1,280
719
$31K 0.01%
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720
$31K 0.01%
900
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721
$31K 0.01%
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722
$30K 0.01%
+256
723
$30K 0.01%
+930
724
$30K 0.01%
+319
725
$30K 0.01%
+282
27 28
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