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
101
$888K 0.25%
59,452
+7
102
$884K 0.25%
28,340
-570
103
$867K 0.24%
28,035
-15,940
104
$867K 0.24%
16,415
+140
105
$865K 0.24%
56,295
+1,233
106
$864K 0.24%
7,931
-775
107
$860K 0.24%
19,405
-600
108
$860K 0.24%
10,855
+325
109
$851K 0.24%
27,150
+780
110
$847K 0.24%
10,280
-410
111
$840K 0.24%
14,985
+8,000
112
$837K 0.23%
22,359
-145
113
$837K 0.23%
28,183
-235
114
$828K 0.23%
22,875
-165
115
$822K 0.23%
9,136
+452
116
$809K 0.23%
20,507
-630
117
$802K 0.22%
11,625
-930
118
$794K 0.22%
9,610
-65
119
$792K 0.22%
12,411
-75
120
$789K 0.22%
35,010
+22,685
121
$778K 0.22%
6,305
-980
122
$775K 0.22%
21,035
-155
123
$773K 0.22%
16,346
+531
124
$770K 0.22%
8,042
-65
125
$765K 0.21%
12,335
+6,100
3 4
5
6 7