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
726
$29K 0.01%
+2,010
727
$29K 0.01%
+270
728
$28K 0.01%
469
-4,743
729
$28K 0.01%
+1,175
730
$28K 0.01%
+2,265
731
$27K 0.01%
+2,425
732
$27K 0.01%
+540
733
$27K 0.01%
+400
734
$27K 0.01%
+310
735
$27K 0.01%
+346
736
$27K 0.01%
+1,030
737
$27K 0.01%
+213
738
$27K 0.01%
+374
739
$26K 0.01%
+457
740
$26K 0.01%
+1,848
741
$26K 0.01%
+1,180
742
$26K 0.01%
+489
743
$26K 0.01%
+520
744
$26K 0.01%
+3,440
745
$25K 0.01%
+245
746
$25K 0.01%
+1,025
747
$25K 0.01%
1,449
-5
748
$25K 0.01%
+905
749
$24K 0.01%
+206
750
$24K 0.01%
+890
28 29
30
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