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
$105M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 9.68%
2 Energy 8.28%
3 Industrials 6.59%
4 Technology 6.15%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,081
102
-1,228
103
-5,896