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
576
$15K 0.01%
+177
577
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+125
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$15K 0.01%
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579
$15K 0.01%
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$15K 0.01%
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583
$15K 0.01%
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584
$14K 0.01%
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585
$14K 0.01%
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586
$14K 0.01%
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587
$14K 0.01%
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588
$14K 0.01%
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591
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594
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$12K ﹤0.01%
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599
$12K ﹤0.01%
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600
$12K ﹤0.01%
+685