PIC

Platt Investment Counsel Portfolio holdings

AUM $105M
This Quarter Return
-5.68%
1 Year Return
+11.97%
3 Year Return
+59.07%
5 Year Return
10 Year Return
AUM
$101M
AUM Growth
-$3.44M
Cap. Flow
+$3.66M
Cap. Flow %
3.62%
Top 10 Hldgs %
100%
Holding
12
New
2
Increased
4
Reduced
3
Closed
2
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$38.6M38.08% 393,972
+14,804
+4%
+$1.45M
$18.6M18.37% 39,699
+717
+2%
+$336K
$14.4M14.18% 246,319
+10,577
+4%
+$617K
$13.2M13.02% 167,154
+152,074
+1,008%
+$12M
$9.04M8.92% 45,327
-27,925
-38%
-$5.57M
$6.35M6.26%
+90,148
New
+$6.35M
$389K0.38% 1,500
-300
-17%
-$77.7K
$305K0.3% 1,375
$265K0.26% 3,276
-364
-10%
-$29.5K
$227K0.22%
+441
New
+$227K
-17,492
Closed
-$5.07M
-49,873
Closed
-$6.57M