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
726
$9K ﹤0.01%
580
-15
727
$9K ﹤0.01%
485
728
$9K ﹤0.01%
560
-7,030
729
$9K ﹤0.01%
120
+30
730
$9K ﹤0.01%
615
+190
731
$8K ﹤0.01%
1,024
+315
732
$8K ﹤0.01%
520
+160
733
$8K ﹤0.01%
+455
734
$7K ﹤0.01%
275
+85
735
$7K ﹤0.01%
+274
736
$7K ﹤0.01%
245
737
$7K ﹤0.01%
+370
738
$7K ﹤0.01%
+320
739
$7K ﹤0.01%
645
+350
740
$7K ﹤0.01%
730
+225
741
$5K ﹤0.01%
250
742
$5K ﹤0.01%
304
743
$3K ﹤0.01%
222
744
$3K ﹤0.01%
64
-450
745
$1K ﹤0.01%
75
746
$1K ﹤0.01%
28
747
– –
-2,610
748
– –
-1,695
749
– –
-370
750
– –
-1,430
28 29
30
31 32