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
751
$7K ﹤0.01%
370
+265
752
$7K ﹤0.01%
470
+335
753
$7K ﹤0.01%
+615
754
$7K ﹤0.01%
1,050
+750
755
$7K ﹤0.01%
+70
756
$7K ﹤0.01%
225
+160
757
$7K ﹤0.01%
280
+200
758
$6K ﹤0.01%
385
759
$6K ﹤0.01%
155
+125
760
$6K ﹤0.01%
360
+255
761
$6K ﹤0.01%
+295
762
$6K ﹤0.01%
+70
763
$6K ﹤0.01%
720
+515
764
$5K ﹤0.01%
190
+135
765
$5K ﹤0.01%
87
+62
766
$5K ﹤0.01%
105
-3,210
767
$4K ﹤0.01%
215
+155
768
$4K ﹤0.01%
215
-930
769
$4K ﹤0.01%
505
+360
770
$3K ﹤0.01%
175
-995
771
$3K ﹤0.01%
222
-10
772
$3K ﹤0.01%
286
+201
773
$3K ﹤0.01%
260
+185
774
$3K ﹤0.01%
65
775
$3K ﹤0.01%
+269
29 30
31
32 33