IIC
Integrated Investment Consultants Portfolio holdings
AUM
$509M
1-Year Return
18.3%
This Quarter Return
-0.94%
1 Year Return
+18.3%
3 Year Return
+64.88%
5 Year Return
+105.71%
10 Year Return
–
AUM
$253M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.92%
Holding
844
New
844
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$22.1M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$20.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$16.1M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$14.9M |
| 5 |
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% |
