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
601
$12K ﹤0.01%
+253
602
$12K ﹤0.01%
+730
603
$12K ﹤0.01%
+78
604
$12K ﹤0.01%
+98
605
$12K ﹤0.01%
+58
606
$11K ﹤0.01%
+269
607
$11K ﹤0.01%
+1,000
608
$11K ﹤0.01%
+172
609
$11K ﹤0.01%
+463
610
$11K ﹤0.01%
+207
611
$11K ﹤0.01%
+420
612
$11K ﹤0.01%
+550
613
$11K ﹤0.01%
+100
614
$11K ﹤0.01%
+378
615
$11K ﹤0.01%
+300
616
$11K ﹤0.01%
+100
617
$11K ﹤0.01%
+323
618
$11K ﹤0.01%
+4,958
619
$11K ﹤0.01%
+181
620
$11K ﹤0.01%
+1,000
621
$10K ﹤0.01%
+236
622
$10K ﹤0.01%
+150
623
$10K ﹤0.01%
+698
624
$10K ﹤0.01%
+31
625
$10K ﹤0.01%
+243
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