IIC

Integrated Investment Consultants Portfolio holdings

AUM $589M
1-Year Est. Return 20.4%
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$12.8M
2 +$110K

Sector Composition

1 Technology 10.53%
2 Financials 7.36%
3 Industrials 4.85%
4 Healthcare 4.17%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$201K 0.06%
1,200
252
$201K 0.06%
2,545
253
$200K 0.06%
12,985
254
$188K 0.05%
13,561
255
$168K 0.05%
14,990
256
$134K 0.04%
55,570
257
$103K 0.03%
790
258
$43.5K 0.01%
12,276