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
726
$10K ﹤0.01%
280
+180
727
$10K ﹤0.01%
265
+190
728
$10K ﹤0.01%
250
+180
729
$10K ﹤0.01%
308
730
$10K ﹤0.01%
180
+125
731
$9K ﹤0.01%
130
732
$9K ﹤0.01%
595
+425
733
$9K ﹤0.01%
190
+135
734
$9K ﹤0.01%
760
+555
735
$9K ﹤0.01%
250
-2,095
736
$9K ﹤0.01%
+275
737
$8K ﹤0.01%
240
+170
738
$8K ﹤0.01%
370
+265
739
$8K ﹤0.01%
175
+105
740
$8K ﹤0.01%
300
+225
741
$8K ﹤0.01%
709
+506
742
$8K ﹤0.01%
250
743
$8K ﹤0.01%
195
+150
744
$8K ﹤0.01%
36
+29
745
$8K ﹤0.01%
425
+305
746
$8K ﹤0.01%
335
+250
747
$8K ﹤0.01%
455
+325
748
$8K ﹤0.01%
960
+690
749
$7K ﹤0.01%
555
+375
750
$7K ﹤0.01%
915
+655
28 29
30
31 32