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
201
$560K 0.16%
4,783
-657
202
$559K 0.16%
10,245
+275
203
$555K 0.16%
18,400
+2,000
204
$555K 0.16%
14,285
+5
205
$554K 0.16%
25,090
-260
206
$554K 0.16%
6,205
-770
207
$553K 0.15%
+38,460
208
$552K 0.15%
7,910
+1,705
209
$551K 0.15%
12,361
+1,633
210
$549K 0.15%
24,760
-185
211
$545K 0.15%
35,417
-28
212
$540K 0.15%
11,665
+530
213
$539K 0.15%
6,661
+445
214
$537K 0.15%
16,730
+2,065
215
$533K 0.15%
+11,312
216
$533K 0.15%
27,330
-1,050
217
$532K 0.15%
6,220
+425
218
$531K 0.15%
9,125
-7,935
219
$530K 0.15%
13,676
+1,510
220
$530K 0.15%
6,345
-75
221
$526K 0.15%
21,420
+535
222
$523K 0.15%
9,505
-116
223
$519K 0.15%
9,630
-1,000
224
$516K 0.14%
+1,636
225
$513K 0.14%
12,435
-130
7 8
9
10 11