IIC
Integrated Investment Consultants Portfolio holdings
AUM
$589M
1-Year Est. Return
20.4%
1 Year Est. Return
+20.4%
AUM
$509M
AUM Growth
+$6.66M
(+1.3%)
Holding
363
Top Buys
| 1 | +$3.09M | |
| 2 | +$1.29M | |
| 3 | +$1.28M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.27M |
| 5 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$1.16M |
Top Sells
| 1 | +$177M | |
| 2 | +$51.1M | |
| 3 | +$11.6M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$8.13M |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$4.98M |
Sector Composition
| 1 | Technology | 11.83% |
| 2 | Financials | 7.38% |
| 3 | Industrials | 4.53% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Healthcare | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Pultegroup
PHM
$24.7B
| – | – |
-2,127
|
|
||
352
Philip Morris
PM
$241B
| – | – |
-2,406
|
|
||
353
PPL Corp
PPL
$26.1B
| – | – |
-7,341
|
|
||
354
Robert Half
RHI
$2.77B
| – | – |
-4,492
|
|
||
355
Sanofi
SNY
$121B
| – | – |
-4,758
|
|
||
356
TransDigm Group
TDG
$75.6B
| – | – |
-609
|
|
||
357
Timken Company
TKR
$5.56B
| – | – |
-4,165
|
|
||
358
Thermo Fisher Scientific
TMO
$218B
| – | – |
-1,001
|
|
||
359
T-Mobile US
TMUS
$235B
| – | – |
-847
|
|
||
360
United Rentals
URI
$50.9B
| – | – |
-479
|
|
||
361
UWM Holdings
UWMC
$1.43B
| – | – |
-115,655
|
|
||
362
Wolverine World Wide
WWW
$1.36B
| – | – |
-15,137
|
|
||
|
SW
363
Smurfit Westrock
SW
$18B
| – | – |
-4,534
|
|