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
51
$2.23M 0.48%
136,541
+66,241
52
$2.22M 0.48%
72,945
-15,035
53
$2.21M 0.48%
58,010
-1,420
54
$2.21M 0.48%
55,160
-2,100
55
$2.21M 0.48%
130,760
-1,325
56
$2.18M 0.47%
79,334
+9,314
57
$2.18M 0.47%
46,207
-288
58
$2.17M 0.47%
34,734
-155
59
$2.17M 0.47%
121,788
+7,600
60
$2.17M 0.47%
31,494
+9,870
61
$2.17M 0.47%
22,029
+835
62
$2.17M 0.47%
241,422
+1,743
63
$2.16M 0.47%
41,660
-5,555
64
$2.15M 0.47%
24,437
+2,285
65
$2.1M 0.46%
36,970
-209
66
$2.04M 0.44%
42,300
-550
67
$2.03M 0.44%
29,510
+1,825
68
$2.03M 0.44%
27,384
-615
69
$2.01M 0.44%
18,300
+830
70
$2M 0.44%
27,130
+4,560
71
$1.99M 0.43%
59,960
+42,725
72
$1.98M 0.43%
10,305
+6,615
73
$1.97M 0.43%
34,369
+1,010
74
$1.97M 0.43%
+42,468
75
$1.96M 0.43%
12,005
-665
1 2
3
4 5