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
151
$237K 0.09%
+1,191
152
$236K 0.09%
+4,571
153
$233K 0.09%
+8,450
154
$232K 0.09%
+4,581
155
$232K 0.09%
+1,573
156
$232K 0.09%
+13,415
157
$232K 0.09%
+5,093
158
$231K 0.09%
+5,667
159
$230K 0.09%
+2,068
160
$226K 0.09%
+20,760
161
$224K 0.09%
+2,360
162
$222K 0.09%
+4,551
163
$219K 0.09%
+3,196
164
$217K 0.09%
+3,433
165
$217K 0.09%
+3,920
166
$215K 0.09%
+2,507
167
$214K 0.08%
+2,012
168
$214K 0.08%
+1,408
169
$213K 0.08%
+5,381
170
$213K 0.08%
+3,163
171
$213K 0.08%
+14,115
172
$211K 0.08%
+1,438
173
$210K 0.08%
+2,002
174
$210K 0.08%
+8,031
175
$210K 0.08%
+5,775