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
151
$705K 0.2%
17,563
+620
152
$696K 0.19%
14,376
-1,821
153
$694K 0.19%
11,710
+410
154
$693K 0.19%
11,985
+125
155
$691K 0.19%
35,577
+611
156
$689K 0.19%
85,198
+51,032
157
$686K 0.19%
+12,005
158
$686K 0.19%
12,008
-10,476
159
$683K 0.19%
8,424
+35
160
$683K 0.19%
14,802
+1,315
161
$680K 0.19%
1,997
+92
162
$676K 0.19%
24,010
+990
163
$675K 0.19%
10,593
+81
164
$673K 0.19%
6,333
-20
165
$664K 0.19%
18,130
+20
166
$659K 0.18%
15,071
-20,915
167
$657K 0.18%
+12,220
168
$650K 0.18%
8,662
+1,793
169
$639K 0.18%
58,695
+22,085
170
$636K 0.18%
8,160
-1,165
171
$635K 0.18%
26,625
+15,785
172
$628K 0.18%
+15,595
173
$627K 0.18%
12,600
-1,410
174
$627K 0.18%
7,375
+95
175
$627K 0.18%
10,855
+1,425
5 6
7
8 9