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
776
$19K 0.01%
+749
777
$19K 0.01%
+385
778
$19K 0.01%
+1,930
779
$19K 0.01%
+136
780
$19K 0.01%
+1,135
781
$19K 0.01%
+1,325
782
$18K 0.01%
+1,325
783
$18K 0.01%
+127
784
$18K 0.01%
+185
785
$18K 0.01%
+120
786
$17K ﹤0.01%
+615
787
$17K ﹤0.01%
+289
788
$17K ﹤0.01%
+408
789
$17K ﹤0.01%
+137
790
$16K ﹤0.01%
+255
791
$16K ﹤0.01%
+1,350
792
$16K ﹤0.01%
+360
793
$16K ﹤0.01%
+245
794
$15K ﹤0.01%
+454
795
$15K ﹤0.01%
+266
796
$14K ﹤0.01%
163
-2,547
797
$14K ﹤0.01%
+891
798
$13K ﹤0.01%
+1,200
799
$13K ﹤0.01%
+290
800
$12K ﹤0.01%
+8,865
30 31
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