AIC

Argus Investors Counsel Portfolio holdings

AUM $126M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$555K
3 +$83K
4
HAL icon
Halliburton
HAL
+$45.3K
5
CAT icon
Caterpillar
CAT
+$41.7K

Top Sells

1 +$575K
2 +$390K
3 +$390K
4
SYK icon
Stryker
SYK
+$376K
5
MCD icon
McDonald's
MCD
+$352K

Sector Composition

1 Industrials 15.21%
2 Technology 15.05%
3 Healthcare 14.08%
4 Consumer Discretionary 13.24%
5 Consumer Staples 12.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.75M 1.59%
60,390
-3,300
52
$3.73M 1.58%
61,325
-700
53
$543K 0.23%
12,000
+1,000