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
1
$4.26M 1.19%
+87,845
2
$4.24M 1.19%
280,675
+180
3
$3.63M 1.02%
36,006
-263
4
$3.61M 1.01%
81,624
+2,493
5
$3.32M 0.93%
134,980
+7,480
6
$3.27M 0.91%
63,190
+6,030
7
$3.23M 0.9%
171,072
+37,300
8
$3.16M 0.88%
182,377
+4,125
9
$3.1M 0.87%
98,629
-3,312
10
$3.04M 0.85%
28,130
+385
11
$2.84M 0.79%
+47,055
12
$2.81M 0.79%
134,665
+13,110
13
$2.64M 0.74%
113,588
+2,260
14
$2.48M 0.69%
30,731
+1,380
15
$2.46M 0.69%
36,790
+12,061
16
$2.44M 0.68%
31,610
+23,900
17
$2.4M 0.67%
52,445
+6,265
18
$2.34M 0.65%
48,190
+3,730
19
$2.32M 0.65%
34,069
+4,040
20
$2.32M 0.65%
66,360
+4,390
21
$2.31M 0.65%
52,197
+3,190
22
$2.3M 0.64%
35,730
+1,215
23
$2.22M 0.62%
49,051
+1,385
24
$2.21M 0.62%
53,056
+3,155
25
$2.18M 0.61%
26,887
-686
1
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