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
776
$20K 0.01%
+224
777
$19K 0.01%
+1,135
778
$19K 0.01%
+1,325
779
$19K 0.01%
+749
780
$19K 0.01%
+385
781
$19K 0.01%
+1,930
782
$19K 0.01%
+136
783
$18K 0.01%
+1,325
784
$18K 0.01%
+185
785
$18K 0.01%
+120
786
$18K 0.01%
+127
787
$17K ﹤0.01%
+289
788
$17K ﹤0.01%
+408
789
$17K ﹤0.01%
+615
790
$17K ﹤0.01%
+137
791
$16K ﹤0.01%
+1,350
792
$16K ﹤0.01%
+360
793
$16K ﹤0.01%
+245
794
$16K ﹤0.01%
+255
795
$15K ﹤0.01%
+266
796
$15K ﹤0.01%
+454
797
$14K ﹤0.01%
163
-2,547
798
$14K ﹤0.01%
+891
799
$13K ﹤0.01%
+1,200
800
$13K ﹤0.01%
+290
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