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
801
$12K ﹤0.01%
+8,865
802
$12K ﹤0.01%
+153
803
$11K ﹤0.01%
+930
804
$11K ﹤0.01%
+1,195
805
$11K ﹤0.01%
+179
806
$10K ﹤0.01%
+540
807
$10K ﹤0.01%
+359
808
$10K ﹤0.01%
+192
809
$10K ﹤0.01%
+157
810
$10K ﹤0.01%
+279
811
$7K ﹤0.01%
+1,220
812
$7K ﹤0.01%
+185
813
$7K ﹤0.01%
+128
814
$6K ﹤0.01%
+182
815
$5K ﹤0.01%
+322
816
$5K ﹤0.01%
+28
817
$5K ﹤0.01%
+267
818
$5K ﹤0.01%
+139
819
$5K ﹤0.01%
+282
820
$4K ﹤0.01%
+150
821
$4K ﹤0.01%
+129
822
$3K ﹤0.01%
+187
823
$3K ﹤0.01%
+94
824
$2K ﹤0.01%
+32
825
$1K ﹤0.01%
+9
31 32
33
34 35