TIC

Trees Investment Counsel Portfolio holdings

AUM $113M
1-Year Est. Return 2.89%
This Quarter Est. Return
1 Year Est. Return
-2.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$17.5K
3 +$10.4K
4
GG
Goldcorp Inc
GG
+$230

Top Sells

1 +$1.74M
2 +$397K
3 +$138K
4
PFE icon
Pfizer
PFE
+$29.6K
5
ECL icon
Ecolab
ECL
+$23K

Sector Composition

1 Energy 15.25%
2 Financials 14.48%
3 Healthcare 12.9%
4 Technology 10.56%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-23,008