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 (-3%)
Cap. Flow
+$3.66M
Cap. Flow % of AUM
3.62%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
12
New
2
Increased
4
Reduced
3
Closed
2
Top Buys
1 | $12M | |
2 | $6.35M | |
3 | $1.45M | |
4 | $617K | |
5 | $336K |
Top Sells
1 | $6.57M | |
2 | $5.57M | |
3 | $5.07M | |
4 | $77.7K | |
5 | $29.5K |
Sector Composition
1 | Consumer Discretionary | 0.38% |
2 | Technology | 0.3% |