CIC

Cutler Investment Counsel Portfolio holdings

AUM $899M
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.23%
2 Technology 9.21%
3 Energy 8.81%
4 Consumer Staples 8.77%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$350K 0.14%
+3,116
52
$326K 0.13%
+12,266
53
$316K 0.13%
+16,857
54
$299K 0.12%
+15,832
55
$247K 0.1%
+5,180
56
$241K 0.1%
+5,000
57
$240K 0.1%
+3,300
58
$235K 0.1%
+4,411
59
$220K 0.09%
+1,851