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CIC

Cutler Investment Counsel Portfolio holdings

AUM $971M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$954M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.01M
3
+$1.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.7M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.63M

Top Sells

1
+$3.84M
2
+$1.09M
3
+$784K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$727K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$584K

Sector Composition

1 Industrials 9.87%
2 Financials 8.74%
3 Technology 7.13%
4 Consumer Staples 6.21%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.64%
32,648
+69
52
$5.73M 0.6%
11,772
-3
53
$5.63M 0.59%
93,982
+2,439
54
$5.07M 0.53%
181,732
-1,009
55
$4.59M 0.48%
111,615
-3,638
56
$4.39M 0.46%
160,987
+1,092
57
$4.32M 0.45%
169,404
-3,345
58
$3.89M 0.41%
71,842
-1,411
59
$3.36M 0.35%
+26,662
60
$3.32M 0.35%
64,430
-552
61
$2.86M 0.3%
13,023
-408
62
$2.7M 0.28%
5,377
+327
63
$2.66M 0.28%
2,873
-20
64
$2.56M 0.27%
212,750
65
$2.54M 0.27%
18,406
+1,163
66
$2.33M 0.24%
52,360
-231
67
$2.27M 0.24%
30,540
+3,259
68
$2.25M 0.24%
24,586
+1,532
69
$2.13M 0.22%
68,495
+6,006
70
$1.91M 0.2%
44,450
+120
71
$1.9M 0.2%
72,007
-2
72
$1.83M 0.19%
22,912
-325
73
$1.83M 0.19%
8,436
+95
74
$1.77M 0.19%
7,275
+50
75
$1.58M 0.17%
2,367
+243
1 2
3
4 5