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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.5%
+40,525
52
$1.73M 0.48%
15,830
+110
53
$1.66M 0.47%
17,606
-425
54
$1.65M 0.46%
17,273
+3,149
55
$1.63M 0.46%
25,554
-3,335
56
$1.61M 0.45%
16,974
-570
57
$1.6M 0.45%
925
58
$1.56M 0.44%
8,030
-280
59
$1.54M 0.43%
28,587
+795
60
$1.53M 0.43%
41,960
+3,405
61
$1.51M 0.42%
29,522
-14,110
62
$1.51M 0.42%
12,275
+7,310
63
$1.5M 0.42%
114,110
+36,305
64
$1.48M 0.41%
172,437
-375
65
$1.46M 0.41%
110,995
+2,490
66
$1.46M 0.41%
80,885
-2,675
67
$1.46M 0.41%
50,542
-10,280
68
$1.45M 0.41%
49,044
+1,424
69
$1.45M 0.41%
11,527
-6,447
70
$1.44M 0.4%
14,950
-115
71
$1.41M 0.39%
12,656
+4,840
72
$1.39M 0.39%
12,450
-1,300
73
$1.38M 0.39%
17,315
-635
74
$1.38M 0.39%
28,321
-3,504
75
$1.37M 0.38%
33,770
-1,690
1 2
3
4 5