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
126
$873K 0.24%
4,974
-157
127
$867K 0.24%
8,216
+9
128
$857K 0.24%
12,262
+388
129
$857K 0.24%
30,492
-13,734
130
$857K 0.24%
3,197
-105
131
$855K 0.24%
13,095
-315
132
$844K 0.24%
32,381
+1,215
133
$840K 0.23%
27,725
+7,640
134
$840K 0.23%
18,450
+1,070
135
$829K 0.23%
39,132
+1,933
136
$826K 0.23%
27,319
+1,730
137
$822K 0.23%
36,550
+9,140
138
$790K 0.22%
18,280
-4,800
139
$789K 0.22%
14,380
+190
140
$786K 0.22%
104,776
+33,475
141
$780K 0.22%
605
-1,206
142
$780K 0.22%
7,880
-280
143
$768K 0.21%
9,190
-15
144
$753K 0.21%
25,797
+975
145
$747K 0.21%
23,319
+2,154
146
$731K 0.2%
18,950
+7,355
147
$721K 0.2%
33,012
+12,100
148
$713K 0.2%
25,714
+1,532
149
$710K 0.2%
13,998
+1,095
150
$706K 0.2%
26,369
+7,814
4 5
6
7 8