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
151
$895K 0.19%
117,508
+90,822
152
$884K 0.19%
12,973
-17,254
153
$880K 0.19%
18,533
-19,156
154
$877K 0.19%
8,930
+959
155
$874K 0.19%
12,570
-1,390
156
$872K 0.19%
15,370
+12,275
157
$872K 0.19%
20,445
+1,370
158
$841K 0.18%
13,997
+1,780
159
$827K 0.18%
53,425
+20,375
160
$817K 0.18%
7,005
+1,955
161
$804K 0.17%
17,989
-19,143
162
$798K 0.17%
22,590
-28,795
163
$796K 0.17%
7,384
+485
164
$791K 0.17%
10,379
+805
165
$785K 0.17%
56,360
+265
166
$784K 0.17%
19,140
-22,310
167
$784K 0.17%
20,123
+1,005
168
$776K 0.17%
7,300
+5,830
169
$771K 0.17%
10,628
+1,380
170
$766K 0.17%
23,465
+125
171
$765K 0.17%
12,975
+11,580
172
$756K 0.16%
23,770
-22,510
173
$751K 0.16%
54,437
+45,783
174
$737K 0.16%
9,102
+865
175
$736K 0.16%
11,265
+372
5 6
7
8 9