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
201
$535K 0.15%
4,675
+30
202
$530K 0.15%
4,970
-70
203
$527K 0.15%
15,650
-40
204
$525K 0.15%
+6,870
205
$524K 0.15%
6,845
+235
206
$524K 0.15%
13,680
+705
207
$523K 0.15%
10,724
+552
208
$523K 0.15%
17,546
+970
209
$521K 0.15%
42,715
+3,290
210
$521K 0.15%
16,070
-360
211
$504K 0.14%
25,560
+5,655
212
$500K 0.14%
2,620
+375
213
$499K 0.14%
7,049
+275
214
$483K 0.14%
14,375
+745
215
$481K 0.13%
17,920
-4,670
216
$478K 0.13%
7,235
-460
217
$477K 0.13%
7,670
-9,795
218
$471K 0.13%
29,780
-495
219
$471K 0.13%
29,575
+10,060
220
$469K 0.13%
5,930
-145
221
$462K 0.13%
+25,760
222
$462K 0.13%
15,960
223
$460K 0.13%
18,790
+3,120
224
$458K 0.13%
6,339
+175
225
$457K 0.13%
13,498
+2,925
7 8
9
10 11