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Home > Institutional Investor > Integrated Investment Consultants, Llc > Profile

Instuitional Investor - Integrated Investment Consultants, Llc

Fund Profile
Filing Period:
Fund Name: Integrated Investment Consultants, Llc
Portfolio Value $502,327,840
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 113,031 $40,814,425 8.13%
2.
Ishares Trust
 IEF 392,629 $40,305,456 8.02%
3.
Champion Homes Inc.
 SKY 247,458 $23,449,120 4.67%
4.
Schwab Strategic Trust
 FNDF 592,085 $16,554,709 3.3%
5.
Ishares Trust
 IEF 88,017 $15,591,977 3.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)