IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.09M
2
+$2.79M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.22M

Top Sells

1
+$4.82M
2
+$2.11M
3
+$1.8M
4
PNR icon
Pentair
PNR
+$1.62M
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
$559K 0.16%
10,245
+275
202
$555K 0.16%
14,285
+5
203
$555K 0.16%
18,400
+2,000
204
$554K 0.16%
25,090
-260
205
$554K 0.16%
6,205
-770
206
$553K 0.15%
+38,460
207
$552K 0.15%
7,910
+1,705
208
$551K 0.15%
12,361
+1,633
209
$549K 0.15%
24,760
-185
210
$545K 0.15%
35,417
-28
211
$540K 0.15%
11,665
+530
212
$539K 0.15%
6,661
+445
213
$537K 0.15%
16,730
+2,065
214
$533K 0.15%
+11,312
215
$533K 0.15%
27,330
-1,050
216
$532K 0.15%
6,220
+425
217
$531K 0.15%
9,125
-7,935
218
$530K 0.15%
13,676
+1,510
219
$530K 0.15%
6,345
-75
220
$526K 0.15%
21,420
+535
221
$523K 0.15%
9,505
-116
222
$519K 0.15%
9,630
-1,000
223
$516K 0.14%
+1,636
224
$513K 0.14%
12,435
-130
225
$508K 0.14%
17,891
+1,233
7 8
9
10 11