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
751
$24K 0.01%
+2,944
752
$23K 0.01%
+521
753
$23K 0.01%
+515
754
$23K 0.01%
+1,061
755
$23K 0.01%
+500
756
$23K 0.01%
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757
$23K 0.01%
+289
758
$23K 0.01%
+366
759
$23K 0.01%
+2,835
760
$23K 0.01%
+2,550
761
$23K 0.01%
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762
$22K 0.01%
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763
$22K 0.01%
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764
$22K 0.01%
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765
$21K 0.01%
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766
$21K 0.01%
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767
$21K 0.01%
+395
768
$21K 0.01%
+915
769
$20K 0.01%
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770
$20K 0.01%
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771
$20K 0.01%
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772
$20K 0.01%
+100
773
$20K 0.01%
+110
774
$20K 0.01%
+850
775
$20K 0.01%
+848
29 30
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