PIC

Platt Investment Counsel Portfolio holdings

AUM $127M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
+12.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$6.69M
3
+$2.47M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2M

Top Sells

1
+$5.15M
2
+$2.42M
3
+$5.6K

Sector Composition

1 Consumer Discretionary 0.53%
2 Technology 0.27%
3 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$11.8B
$47.5M 37.43%
401,203
+17,010
QQQ icon
2
Invesco QQQ Trust
QQQ
$400B
$25.9M 20.41%
43,158
+4,119
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$17.9M 14.08%
274,005
+30,628
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$10.9M 8.58%
136,285
-64,441
BND icon
5
Vanguard Total Bond Market
BND
$137B
$9.25M 7.28%
+124,354
BLV icon
6
Vanguard Long-Term Bond ETF
BLV
$5.76B
$6.97M 5.49%
98,431
-34,181
SCHP icon
7
Schwab US TIPS ETF
SCHP
$14.4B
$6.69M 5.27%
+248,356
TSLA icon
8
Tesla
TSLA
$1.52T
$667K 0.53%
1,500
AAPL icon
9
Apple
AAPL
$4T
$345K 0.27%
1,353
-22
ILCG icon
10
iShares Morningstar Growth ETF
ILCG
$3.14B
$313K 0.25%
3,000
VOO icon
11
Vanguard S&P 500 ETF
VOO
$777B
$284K 0.22%
463
+22
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.39T
$230K 0.18%
+948