IIC

Integrated Investment Consultants Portfolio holdings

AUM $510M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$213K
3
+$196K
4
AMLP icon
Alerian MLP ETF
AMLP
+$193K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$146K

Top Sells

1
+$13.8M
2
+$2.21M
3
+$1.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.31M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.2M

Sector Composition

1 Technology 7.22%
2 Healthcare 5.97%
3 Financials 4.78%
4 Industrials 3.73%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
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