AIC
Argus Investors Counsel Portfolio holdings
AUM
$141M
1-Year Return
24.01%
This Quarter Return
+5.61%
1 Year Return
+24.01%
3 Year Return
+103.01%
5 Year Return
+160.47%
10 Year Return
+334.88%
AUM
$163M
AUM Growth
-$178K
(-0.11%)
Cap. Flow
-$6.34M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
30.66%
Holding
119
New
11
Increased
26
Reduced
64
Closed
12
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
+$1.86M |
| 2 |
Oracle
ORCL
|
+$1.8M |
| 3 |
Boston Scientific
BSX
|
+$1.55M |
| 4 |
Axon Enterprise
AXON
|
+$1.32M |
| 5 |
Eli Lilly
LLY
|
+$627K |
Top Sells
| 1 |
Autodesk
ADSK
|
+$1.62M |
| 2 |
McDonald's
MCD
|
+$1.41M |
| 3 |
Northrop Grumman
NOC
|
+$1.3M |
| 4 |
NVIDIA
NVDA
|
+$1.25M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$933K |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Healthcare | 17.51% |
| 3 | Financials | 14.5% |
| 4 | Industrials | 12.76% |
| 5 | Communication Services | 7.31% |
