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
$83.8M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$78.1K
2
+$2.47K

Top Sells

1
+$229K
2
+$127K
3
+$110K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$67.3K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$23.9K

Sector Composition

1 Consumer Discretionary 0.55%
2 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 33.1%
368,795
-3,041
2
$15M 17.93%
41,939
-307
3
$14.5M 17.31%
82,058
-718
4
$13.3M 15.92%
267,545
-1,350
5
$12.1M 14.5%
240,843
+1,548
6
$450K 0.54%
1,800
7
$327K 0.39%
5,475
-400
8
$255K 0.3%
1,487
9
$9.43K 0.01%
42
+11