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
$218M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.34M
3 +$1.07M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$887K
5
EPD icon
Enterprise Products Partners
EPD
+$603K

Sector Composition

1 Technology 12.25%
2 Consumer Staples 8.7%
3 Healthcare 7.46%
4 Industrials 5.81%
5 Energy 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$135K 0.06%
20,000