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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.38%
22,835
-785
77
$1.35M 0.38%
21,599
-785
78
$1.35M 0.38%
22,040
-1,120
79
$1.32M 0.37%
72,525
-1,800
80
$1.31M 0.37%
23,816
+920
81
$1.29M 0.36%
8,225
+256
82
$1.29M 0.36%
32,994
-9,005
83
$1.28M 0.36%
16,965
-455
84
$1.27M 0.36%
31,136
-1,444
85
$1.27M 0.35%
9,700
-1,200
86
$1.25M 0.35%
94,919
-9,542
87
$1.25M 0.35%
46,115
+11,875
88
$1.23M 0.34%
35,064
+6,568
89
$1.22M 0.34%
8,399
+7,479
90
$1.21M 0.34%
7,962
-7,842
91
$1.21M 0.34%
11,772
+657
92
$1.17M 0.33%
11,364
+195
93
$1.15M 0.32%
+45,157
94
$1.14M 0.32%
25,685
-65
95
$1.13M 0.32%
26,320
-720
96
$1.12M 0.31%
23,447
+7,380
97
$1.11M 0.31%
82,548
+8,960
98
$1.11M 0.31%
15,089
+730
99
$1.11M 0.31%
17,112
-4,514
100
$1.1M 0.31%
18,812
+630
2 3
4
5 6