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
$100M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$502K
2 +$450K
3 +$442K
4
OXY icon
Occidental Petroleum
OXY
+$431K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$379K

Sector Composition

1 Consumer Staples 10.44%
2 Energy 7.3%
3 Industrials 7.04%
4 Technology 6.96%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$22K 0.02%
10,000
102
-7,990
103
-11,099
104
-8,808
105
-13,259