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
$316M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$926K
3
+$737K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$671K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$532K

Top Sells

1
+$12M
2
+$4.69M
3
+$615K
4
GMAB icon
Genmab
GMAB
+$519K
5
ASML icon
ASML
ASML
+$505K

Sector Composition

1 Technology 10.6%
2 Consumer Discretionary 6.51%
3 Financials 5.85%
4 Industrials 4.93%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
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