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
$68.9M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.21M
3
+$1.68M

Top Sells

1
+$5.41M
2
+$1.15M
3
+$613K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$531K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$133K

Sector Composition

1 Consumer Discretionary 0.69%
2 Consumer Staples 0.32%
3 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 29.2%
319,631
+26,658
2
$8.95M 13%
204,120
-13,975
3
$8.91M 12.93%
53,999
-705
4
$8.67M 12.59%
199,630
-124,617
5
$8.43M 12.24%
31,539
+8,277
6
$7.96M 11.56%
96,100
-6,413
7
$3.71M 5.39%
+26,069
8
$551K 0.8%
12,421
-25,915
9
$477K 0.69%
1,800
10
$363K 0.53%
2,025
-744
11
$308K 0.45%
6,375
-500
12
$219K 0.32%
3,913
13
$206K 0.3%
1,487