IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.09M
2
+$2.79M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.22M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.62M
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
$23K 0.01%
+521
752
$23K 0.01%
+515
753
$23K 0.01%
+1,061
754
$23K 0.01%
+500
755
$23K 0.01%
+1,090
756
$23K 0.01%
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757
$23K 0.01%
+366
758
$23K 0.01%
+2,835
759
$23K 0.01%
+2,550
760
$23K 0.01%
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761
$22K 0.01%
+255
762
$22K 0.01%
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763
$22K 0.01%
+3,815
764
$21K 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%
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768
$20K 0.01%
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769
$20K 0.01%
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$20K 0.01%
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771
$20K 0.01%
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772
$20K 0.01%
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773
$20K 0.01%
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774
$20K 0.01%
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775
$20K 0.01%
+224
29 30
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