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
101
$1.1M 0.31%
72,388
+300
102
$1.09M 0.3%
13,860
-120
103
$1.08M 0.3%
+8,575
104
$1.07M 0.3%
20,963
+2,650
105
$1.07M 0.3%
13,505
-320
106
$1.07M 0.3%
80,241
+24,448
107
$1.05M 0.29%
28,881
-1,355
108
$1.05M 0.29%
9,075
+1,040
109
$993K 0.28%
16,590
-520
110
$990K 0.28%
7,977
+40
111
$982K 0.27%
6,243
+1,883
112
$975K 0.27%
8,870
-260
113
$953K 0.27%
12,694
+190
114
$953K 0.27%
34,820
-2,400
115
$950K 0.27%
+14,300
116
$940K 0.26%
14,921
+985
117
$927K 0.26%
4,250
+1,165
118
$923K 0.26%
59,750
-400
119
$920K 0.26%
20,264
+305
120
$906K 0.25%
17,711
+786
121
$899K 0.25%
+68,740
122
$898K 0.25%
+14,345
123
$897K 0.25%
13,988
+1,660
124
$896K 0.25%
7,820
-378
125
$889K 0.25%
12,988
+1,036
3 4
5
6 7