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
$88.1M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.62M
3
+$2.96M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$5.45M
2
+$31.2K

Sector Composition

1 Consumer Discretionary 0.54%
2 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 33.05%
371,836
+53,836
2
$15.6M 17.71%
42,246
+9,802
3
$15.5M 17.59%
82,776
+15,781
4
$14.1M 15.95%
268,895
+22,100
5
$12.7M 14.42%
239,295
+31,516
6
$471K 0.53%
1,800
7
$366K 0.42%
5,875
-500
8
$288K 0.33%
1,487
9
$6.83K 0.01%
+31
10
– –
-53,886