IIC
Integrated Investment Consultants Portfolio holdings
AUM
$509M
1-Year Return
18.3%
This Quarter Return
+0.83%
1 Year Return
+18.3%
3 Year Return
+64.88%
5 Year Return
+105.71%
10 Year Return
–
AUM
$363M
AUM Growth
+$0
(0%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-3.56%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
259
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
NVIDIA
NVDA
|
$12.8M |
| 2 |
GE Aerospace
GE
|
$110K |
Sector Composition
| 1 | Technology | 10.53% |
| 2 | Financials | 7.36% |
| 3 | Industrials | 4.85% |
| 4 | Healthcare | 4.17% |
| 5 | Consumer Discretionary | 3.61% |
