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
651
$9K ﹤0.01%
+686
652
$9K ﹤0.01%
+214
653
$9K ﹤0.01%
+71
654
$9K ﹤0.01%
+168
655
$9K ﹤0.01%
+250
656
$9K ﹤0.01%
+1,000
657
$8K ﹤0.01%
+99
658
$8K ﹤0.01%
+437
659
$8K ﹤0.01%
+156
660
$8K ﹤0.01%
+81
661
$8K ﹤0.01%
+150
662
$8K ﹤0.01%
+170
663
$8K ﹤0.01%
+472
664
$8K ﹤0.01%
+979
665
$8K ﹤0.01%
+388
666
$8K ﹤0.01%
+152
667
$8K ﹤0.01%
+1,440
668
$8K ﹤0.01%
+340
669
$8K ﹤0.01%
+100
670
$8K ﹤0.01%
+22
671
$8K ﹤0.01%
+148
672
$8K ﹤0.01%
+250
673
$8K ﹤0.01%
+108
674
$8K ﹤0.01%
+389
675
$8K ﹤0.01%
+553