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
$105M
AUM Growth
-$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$76.2K

Top Sells

1
+$3.36M
2
+$3.33M
3
+$3.15M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$302K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$202K

Sector Composition

1 Consumer Discretionary 0.69%
2 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 37.95%
379,168
-32,030
2
$19.9M 19.02%
38,982
-6,164
3
$16.2M 15.45%
73,252
-15,056
4
$14.7M 14.02%
235,742
-4,843
5
$6.57M 6.27%
49,873
-1,533
6
$5.07M 4.84%
17,492
-577
7
$1.18M 1.12%
15,080
+977
8
$727K 0.69%
1,800
9
$344K 0.33%
1,375
-112
10
$326K 0.31%
3,640
-60