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
76
$1.1M 0.31%
44,174
+2,005
77
$1.09M 0.3%
30,941
+1,342
78
$1.08M 0.3%
12,775
+5,405
79
$1.08M 0.3%
8,565
+65
80
$1.06M 0.3%
12,855
-295
81
$1.05M 0.29%
10,392
+1,450
82
$1.04M 0.29%
18,057
+2,661
83
$1.03M 0.29%
63,680
+7,080
84
$1.02M 0.29%
9,511
+521
85
$993K 0.28%
58,128
-2,980
86
$989K 0.28%
+57,351
87
$980K 0.27%
11,895
-1,269
88
$976K 0.27%
15,015
-350
89
$972K 0.27%
34,506
+6,661
90
$965K 0.27%
21,848
+9,790
91
$956K 0.27%
4,656
+225
92
$951K 0.27%
13,906
-2,915
93
$949K 0.27%
10,435
+4,665
94
$944K 0.26%
16,938
+490
95
$929K 0.26%
8,053
+2,998
96
$904K 0.25%
25,835
+1,250
97
$903K 0.25%
11,375
-90
98
$898K 0.25%
16,355
+2,115
99
$895K 0.25%
1,420
-35
100
$889K 0.25%
12,211
+1,507
2 3
4
5 6