IIC

Integrated Investment Consultants Portfolio holdings

AUM $510M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.66M
3
+$1.33M
4
ISCF icon
iShares International Small Cap Equity Factor ETF
ISCF
+$937K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$910K

Top Sells

1
+$9.94M
2
+$1.67M
3
+$1.67M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$949K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$856K

Sector Composition

1 Technology 9.11%
2 Financials 5.8%
3 Healthcare 4.78%
4 Industrials 3.73%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
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