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
201
$676K 0.15%
17,252
+1,510
202
$675K 0.15%
22,572
-22,318
203
$675K 0.15%
4,535
+122
204
$672K 0.15%
11,785
+1,030
205
$662K 0.14%
37,487
-18,199
206
$658K 0.14%
5,948
-2,410
207
$653K 0.14%
10,340
-20
208
$652K 0.14%
16,965
-75
209
$637K 0.14%
8,520
+60
210
$636K 0.14%
20,120
+16,085
211
$623K 0.14%
6,840
+215
212
$617K 0.13%
18,790
+1,535
213
$616K 0.13%
7,864
+1,140
214
$609K 0.13%
16,465
+1,490
215
$608K 0.13%
26,120
+712
216
$607K 0.13%
16,357
+2,240
217
$607K 0.13%
15,985
+1,090
218
$604K 0.13%
4,115
+1,455
219
$601K 0.13%
10,005
+990
220
$598K 0.13%
9,755
-40
221
$594K 0.13%
31,566
+770
222
$593K 0.13%
19,775
+90
223
$577K 0.13%
15,310
-355
224
$574K 0.12%
15,954
-17,866
225
$571K 0.12%
22,299
+318
7 8
9
10 11