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
776
$3K ﹤0.01%
+31
777
$3K ﹤0.01%
+76
778
$3K ﹤0.01%
+25
779
$3K ﹤0.01%
+316
780
$3K ﹤0.01%
+100
781
$3K ﹤0.01%
+27
782
$3K ﹤0.01%
+47
783
$3K ﹤0.01%
+1,000
784
$3K ﹤0.01%
+50
785
$3K ﹤0.01%
+33
786
$3K ﹤0.01%
+41
787
$3K ﹤0.01%
+85
788
$3K ﹤0.01%
+34
789
$3K ﹤0.01%
+100
790
$3K ﹤0.01%
+53
791
$3K ﹤0.01%
+41
792
$3K ﹤0.01%
+109
793
$3K ﹤0.01%
+55
794
$3K ﹤0.01%
+380
795
$3K ﹤0.01%
+36
796
$3K ﹤0.01%
+117
797
$3K ﹤0.01%
+100
798
$3K ﹤0.01%
+200
799
$2K ﹤0.01%
+67
800
$2K ﹤0.01%
+103
30 31
32
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