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
151
$687K 0.19%
16,708
-140
152
$686K 0.19%
14,665
-570
153
$683K 0.19%
24,456
-180
154
$677K 0.19%
+15,275
155
$676K 0.19%
5,735
-260
156
$674K 0.19%
6,200
+305
157
$666K 0.19%
13,965
+2,385
158
$657K 0.18%
18,685
-27
159
$651K 0.18%
2,310
-1,942
160
$650K 0.18%
24,345
+720
161
$648K 0.18%
15,940
+4,160
162
$645K 0.18%
17,980
-340
163
$645K 0.18%
2,557
+734
164
$643K 0.18%
22,040
-15,380
165
$643K 0.18%
12,164
+430
166
$643K 0.18%
3,864
+166
167
$642K 0.18%
4,163
+900
168
$640K 0.18%
7,120
-6,480
169
$638K 0.18%
286,208
-1,989
170
$636K 0.18%
18,477
+2,657
171
$635K 0.18%
59
-1
172
$631K 0.18%
16,308
+2,968
173
$624K 0.17%
16,550
+10,445
174
$623K 0.17%
21,550
-260
175
$623K 0.17%
23,670
+2,530
5 6
7
8 9