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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.31%
13,820
+10,860
102
$1.42M 0.31%
7,460
+895
103
$1.41M 0.31%
113,050
-106,600
104
$1.41M 0.31%
26,490
105
$1.37M 0.3%
15,774
-5,735
106
$1.37M 0.3%
25,480
+1,170
107
$1.35M 0.29%
20,442
+2,499
108
$1.33M 0.29%
12,121
-175
109
$1.32M 0.29%
23,501
+23,263
110
$1.31M 0.29%
41,726
+1,990
111
$1.3M 0.28%
16,514
+2,395
112
$1.27M 0.28%
12,852
+230
113
$1.26M 0.28%
17,060
+1,110
114
$1.26M 0.27%
46,212
-1,638
115
$1.25M 0.27%
19,265
+13,430
116
$1.24M 0.27%
6,705
-60
117
$1.22M 0.26%
44,840
+35,850
118
$1.2M 0.26%
16,959
+4,740
119
$1.19M 0.26%
59,681
+8,239
120
$1.17M 0.25%
47,329
+2,196
121
$1.14M 0.25%
9,100
+225
122
$1.13M 0.24%
85,318
+2,043
123
$1.09M 0.24%
26,582
+687
124
$1.09M 0.24%
19,812
-26,602
125
$1.08M 0.23%
12,480
-295
3 4
5
6 7