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
$262M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$3.14M
3 +$1.64M
4
IAU icon
iShares Gold Trust
IAU
+$1.14M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M

Top Sells

1 +$36.2M
2 +$1.76M
3 +$1.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
SAP icon
SAP
SAP
+$639K

Sector Composition

1 Technology 11.06%
2 Healthcare 6.37%
3 Financials 5.08%
4 Industrials 4.81%
5 Real Estate 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$249K 0.09%
4,970
-250
202
$248K 0.09%
+1,415
203
$248K 0.09%
5,654
+40
204
$247K 0.09%
20,648
205
$244K 0.09%
1,237
206
$244K 0.09%
3,945
+15
207
$244K 0.09%
+3,372
208
$242K 0.09%
1,150
-150
209
$239K 0.09%
+4,038
210
$235K 0.09%
12,000
211
$233K 0.09%
+5,000
212
$227K 0.09%
+2,656
213
$226K 0.09%
+453
214
$223K 0.08%
+2,479
215
$223K 0.08%
+1,489
216
$217K 0.08%
+394
217
$216K 0.08%
+1,411
218
$215K 0.08%
+3,460
219
$215K 0.08%
10,876
+13
220
$214K 0.08%
+845
221
$211K 0.08%
+5,300
222
$211K 0.08%
+6,501
223
$210K 0.08%
+394
224
$210K 0.08%
+850
225
$207K 0.08%
+1,065