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
$297M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$797K
3 +$299K
4
IBM icon
IBM
IBM
+$247K
5
GE icon
GE Aerospace
GE
+$240K

Sector Composition

1 Technology 15.19%
2 Consumer Staples 8.92%
3 Industrials 7.07%
4 Healthcare 6.9%
5 Energy 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.07%
+3,523
102
$163K 0.05%
11,104
103
$130K 0.04%
10,161
104
-47,132
105
-16,061