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

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.92%
2 Financials 6.49%
3 Healthcare 6.09%
4 Industrials 5%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
+214
652
$9K ﹤0.01%
+71
653
$9K ﹤0.01%
+168
654
$9K ﹤0.01%
+250
655
$9K ﹤0.01%
+1,000
656
$9K ﹤0.01%
+63
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%
+154
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