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
$113M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$489K
3
+$484K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$256K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$119K

Top Sells

1
+$106K
2
+$91.8K

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 37.1%
411,198
+4,757
2
$22M 19.56%
45,146
+1,002
3
$19.5M 17.31%
88,308
+7,039
4
$15M 13.31%
240,585
+1,902
5
$6.96M 6.18%
51,406
+1,889
6
$5.12M 4.54%
18,069
-376
7
$1.12M 0.99%
14,103
+115
8
$471K 0.42%
1,800
9
$346K 0.31%
1,487
10
$311K 0.28%
3,700
-1,092