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
$96.5M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.9M
3
+$1.04M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$97.1K

Top Sells

1
+$3.07M
2
+$1.95M

Sector Composition

1 Consumer Discretionary 0.47%
2 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 35.53%
402,904
+34,109
2
$18.2M 18.88%
44,480
+2,541
3
$13.4M 13.9%
242,600
+1,757
4
$13.4M 13.89%
66,755
-15,303
5
$12.9M 13.35%
232,380
-35,165
6
$3.18M 3.3%
+27,895
7
$447K 0.46%
1,800
8
$371K 0.38%
5,475
9
$286K 0.3%
1,487
10
$4.95K 0.01%
42