PIC
Platt Investment Counsel Portfolio holdings
AUM
$105M
This Quarter Return
-3.15%
1 Year Return
+11.97%
3 Year Return
+59.07%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-3.1%)
Cap. Flow
+$172K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
98.07%
Holding
16
New
–
Increased
7
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
$379K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$184K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$89.9K |
| 4 |
Invesco QQQ Trust
QQQ
|
$64.1K |
| 5 |
Invesco WilderHill Clean Energy ETF
PBW
|
$45.4K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$273K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$220K |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$85.5K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$60.4K |
Sector Composition
| 1 | Consumer Discretionary | 0.41% |
| 2 | Communication Services | 0.23% |
| 3 | Consumer Staples | 0.18% |
