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
$253M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.3M
3
+$16.1M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$14.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.93%
2 Financials 6.49%
3 Healthcare 6.09%
4 Industrials 4.99%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$23K 0.01%
+413
527
$22K 0.01%
+250
528
$22K 0.01%
+1,300
529
$22K 0.01%
+200
530
$22K 0.01%
+467
531
$21K 0.01%
+254
532
$21K 0.01%
+1,150
533
$21K 0.01%
+149
534
$21K 0.01%
+1,000
535
$21K 0.01%
+142
536
$20K 0.01%
+368
537
$20K 0.01%
+441
538
$20K 0.01%
+642
539
$20K 0.01%
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540
$20K 0.01%
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541
$20K 0.01%
+1,872
542
$19K 0.01%
+825
543
$19K 0.01%
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544
$19K 0.01%
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545
$19K 0.01%
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546
$19K 0.01%
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547
$19K 0.01%
+187
548
$19K 0.01%
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549
$18K 0.01%
+125
550
$18K 0.01%
+161
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