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
751
$4K ﹤0.01%
+200
752
$4K ﹤0.01%
+57
753
$4K ﹤0.01%
+97
754
$4K ﹤0.01%
+336
755
$4K ﹤0.01%
+95
756
$4K ﹤0.01%
+50
757
$4K ﹤0.01%
+22
758
$4K ﹤0.01%
+113
759
$4K ﹤0.01%
+84
760
$4K ﹤0.01%
+400
761
$4K ﹤0.01%
+55
762
$4K ﹤0.01%
+79
763
$4K ﹤0.01%
+70
764
$4K ﹤0.01%
+228
765
$4K ﹤0.01%
+85
766
$4K ﹤0.01%
+6
767
$4K ﹤0.01%
+114
768
$3K ﹤0.01%
+180
769
$3K ﹤0.01%
+32
770
$3K ﹤0.01%
+60
771
$3K ﹤0.01%
+134
772
$3K ﹤0.01%
+30
773
$3K ﹤0.01%
+148
774
$3K ﹤0.01%
+11
775
$3K ﹤0.01%
+88
29 30
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