SIC

SFE Investment Counsel Portfolio holdings

AUM $626M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$3.07M
3 +$2.06M
4
TGT icon
Target
TGT
+$1.99M
5
FISV
Fiserv Inc
FISV
+$1.92M

Top Sells

1 +$4.34M
2 +$2.19M
3 +$1.55M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.39M

Sector Composition

1 Technology 23.6%
2 Healthcare 12.88%
3 Industrials 10.1%
4 Consumer Discretionary 8.54%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,161