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
826
$1K ﹤0.01%
+64
827
$1K ﹤0.01%
+59
828
$1K ﹤0.01%
+80
829
$1K ﹤0.01%
+85
830
$1K ﹤0.01%
+56
831
$1K ﹤0.01%
+7
832
$1K ﹤0.01%
+19
833
$1K ﹤0.01%
+27
834
$1K ﹤0.01%
+47
835
$1K ﹤0.01%
+34
836
$1K ﹤0.01%
+54
837
$1K ﹤0.01%
+11
838
$1K ﹤0.01%
+133
839
$0 ﹤0.01%
+80
840
$0 ﹤0.01%
+2
841
$0 ﹤0.01%
+40
842
$0 ﹤0.01%
+72
843
$0 ﹤0.01%
+10
844
$0 ﹤0.01%
+5
30 31 32 33
34