IIC

Integrated Investment Consultants Portfolio holdings

AUM $489M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
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
701
$7K ﹤0.01%
+44
702
$6K ﹤0.01%
+78
703
$6K ﹤0.01%
+81
704
$6K ﹤0.01%
+140
705
$6K ﹤0.01%
+176
706
$6K ﹤0.01%
+22
707
$6K ﹤0.01%
+102
708
$6K ﹤0.01%
+117
709
$6K ﹤0.01%
+100
710
$6K ﹤0.01%
+91
711
$6K ﹤0.01%
+100
712
$6K ﹤0.01%
+31
713
$6K ﹤0.01%
+54
714
$6K ﹤0.01%
+191
715
$6K ﹤0.01%
+290
716
$6K ﹤0.01%
+46
717
$6K ﹤0.01%
+168
718
$6K ﹤0.01%
+23
719
$6K ﹤0.01%
+588
720
$6K ﹤0.01%
+300
721
$6K ﹤0.01%
+455
722
$6K ﹤0.01%
+333
723
$6K ﹤0.01%
+2,000
724
$5K ﹤0.01%
+74
725
$5K ﹤0.01%
+89