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
51
$1.37M 0.38%
1,138
+701
52
$1.35M 0.38%
33,730
+1,565
53
$1.34M 0.38%
10,281
-292
54
$1.31M 0.37%
9,921
+450
55
$1.31M 0.37%
74,250
-4,785
56
$1.29M 0.36%
21,694
+1,800
57
$1.28M 0.36%
13,528
+177
58
$1.27M 0.35%
123,480
-3,606
59
$1.26M 0.35%
47,285
+11,173
60
$1.26M 0.35%
16,010
+12,695
61
$1.25M 0.35%
19,780
+220
62
$1.25M 0.35%
20,660
-1,000
63
$1.23M 0.34%
38,933
-900
64
$1.23M 0.34%
53,419
-1,705
65
$1.22M 0.34%
10,960
+215
66
$1.21M 0.34%
38,935
+795
67
$1.2M 0.34%
14,216
+755
68
$1.2M 0.34%
44,505
+920
69
$1.18M 0.33%
36,785
-1,045
70
$1.16M 0.32%
26,405
+186
71
$1.16M 0.32%
27,728
+2,171
72
$1.15M 0.32%
57,830
+1,520
73
$1.15M 0.32%
47,175
+795
74
$1.14M 0.32%
16,935
+9,635
75
$1.13M 0.32%
6,042
-41
1 2
3
4 5