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
$108M
AUM Growth
-$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$732K
3 +$538K
4
ESV
Ensco Rowan plc
ESV
+$461K
5
OXY icon
Occidental Petroleum
OXY
+$442K

Sector Composition

1 Consumer Staples 10.01%
2 Energy 8.37%
3 Industrials 6.51%
4 Financials 6.29%
5 Technology 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,807
102
-16,305
103
-19,477
104
-20,731
105
-1,601