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
726
$5K ﹤0.01%
+68
727
$5K ﹤0.01%
+27
728
$5K ﹤0.01%
+285
729
$5K ﹤0.01%
+74
730
$5K ﹤0.01%
+89
731
$5K ﹤0.01%
+600
732
$5K ﹤0.01%
+200
733
$5K ﹤0.01%
+200
734
$5K ﹤0.01%
+106
735
$5K ﹤0.01%
+293
736
$5K ﹤0.01%
+180
737
$5K ﹤0.01%
+50
738
$5K ﹤0.01%
+400
739
$5K ﹤0.01%
+43
740
$5K ﹤0.01%
+26
741
$5K ﹤0.01%
+173
742
$5K ﹤0.01%
+40
743
$5K ﹤0.01%
+78
744
$4K ﹤0.01%
+53
745
$4K ﹤0.01%
+83
746
$4K ﹤0.01%
+139
747
$4K ﹤0.01%
+175
748
$4K ﹤0.01%
+42
749
$4K ﹤0.01%
+26
750
$4K ﹤0.01%
+70