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
126
$760K 0.21%
8,745
-60
127
$757K 0.21%
21,841
-135
128
$754K 0.21%
7,055
-4,095
129
$754K 0.21%
15,193
-2,905
130
$752K 0.21%
5,545
-895
131
$745K 0.21%
10,740
+293
132
$743K 0.21%
17,894
+2,206
133
$740K 0.21%
11,175
+1,205
134
$739K 0.21%
23,970
+2,110
135
$731K 0.2%
32,020
+3,860
136
$725K 0.2%
14,460
+5,295
137
$725K 0.2%
15,282
-110
138
$725K 0.2%
17,353
-17,695
139
$720K 0.2%
53,268
+23,861
140
$719K 0.2%
15,259
-125
141
$712K 0.2%
39,665
-235
142
$710K 0.2%
7,770
+4,985
143
$707K 0.2%
15,212
-965
144
$705K 0.2%
17,158
-729
145
$704K 0.2%
47,124
+6,011
146
$700K 0.2%
17,529
+489
147
$700K 0.2%
2,685
-2,290
148
$690K 0.19%
15,210
+2,045
149
$689K 0.19%
21,052
-175
150
$688K 0.19%
18,963
-120
4 5
6
7 8