IIC

Integrated Investment Consultants Portfolio holdings

AUM $489M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$788K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.58M
3
+$1.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$624K
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$415K

Top Sells

1
+$10.1M
2
+$4.67M
3
+$1.67M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$630K

Sector Composition

1 Technology 7.03%
2 Healthcare 5.67%
3 Real Estate 4.6%
4 Financials 3.13%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
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