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
701
$13K ﹤0.01%
110
702
$13K ﹤0.01%
220
703
$13K ﹤0.01%
390
-8,270
704
$13K ﹤0.01%
195
+140
705
$13K ﹤0.01%
1,215
706
$13K ﹤0.01%
70
707
$12K ﹤0.01%
5,440
-7,065
708
$12K ﹤0.01%
280
+200
709
$12K ﹤0.01%
+170
710
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540
711
$12K ﹤0.01%
655
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712
$12K ﹤0.01%
770
713
$12K ﹤0.01%
310
714
$12K ﹤0.01%
300
-35
715
$12K ﹤0.01%
345
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716
$12K ﹤0.01%
1,040
-130
717
$12K ﹤0.01%
36
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718
$11K ﹤0.01%
675
719
$11K ﹤0.01%
250
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720
$11K ﹤0.01%
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721
$11K ﹤0.01%
200
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722
$11K ﹤0.01%
70
723
$11K ﹤0.01%
550
+420
724
$11K ﹤0.01%
110
-290
725
$11K ﹤0.01%
65
-8
27 28
29
30 31