AIC

Argus Investors Counsel Portfolio holdings

AUM $125M
1-Year Est. Return 22.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$62.8K
2 +$37.2K
3 +$23.8K
4
SBUX icon
Starbucks
SBUX
+$6.93K

Top Sells

1 +$2.29M
2 +$1.79M
3 +$795K
4
MSFT icon
Microsoft
MSFT
+$762K
5
MS icon
Morgan Stanley
MS
+$612K

Sector Composition

1 Industrials 16.17%
2 Healthcare 14.24%
3 Technology 13.91%
4 Financials 12.36%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$644K 0.32%
14,000
+1,500
52
-41,450
53
-24,265