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
176
$622K 0.17%
7,311
-80
177
$616K 0.17%
23,340
+510
178
$616K 0.17%
5,280
-935
179
$615K 0.17%
25,190
-760
180
$613K 0.17%
18,850
+835
181
$612K 0.17%
7,398
+765
182
$611K 0.17%
28,735
-2,505
183
$603K 0.17%
28,600
-226
184
$599K 0.17%
10,220
+470
185
$589K 0.16%
15,605
-6,130
186
$588K 0.16%
48,792
+2,072
187
$586K 0.16%
9,713
+255
188
$583K 0.16%
6,436
+675
189
$582K 0.16%
8,150
+1,015
190
$580K 0.16%
10,215
+295
191
$579K 0.16%
37,090
-410
192
$577K 0.16%
13,635
-490
193
$576K 0.16%
+4,810
194
$575K 0.16%
3,580
-2,336
195
$574K 0.16%
8,343
+340
196
$573K 0.16%
16,920
-1,220
197
$570K 0.16%
3,405
+100
198
$570K 0.16%
5,685
-375
199
$565K 0.16%
78,400
+8,350
200
$565K 0.16%
3,910
+100
6 7
8
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