SIC

Shoker Investment Counsel Portfolio holdings

AUM $319M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 8.29%
2 Technology 6.88%
3 Financials 6.87%
4 Industrials 6.8%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$255K 0.23%
+21,276
77
$255K 0.23%
+1,729
78
$239K 0.22%
+8,243
79
$231K 0.21%
+18,693
80
$230K 0.21%
+2,620
81
$221K 0.2%
+3,479
82
$210K 0.19%
+5,475
83
$209K 0.19%
+13,476
84
$158K 0.15%
+11,060
85
$82K 0.08%
+10,000
86
$77K 0.07%
+1,724