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
$327M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$2.23M
3 +$2.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.19M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.78M

Top Sells

1 +$4.1M
2 +$426K
3 +$290K
4
DVY icon
iShares Select Dividend ETF
DVY
+$249K
5
TXN icon
Texas Instruments
TXN
+$246K

Sector Composition

1 Consumer Staples 9.38%
2 Healthcare 8.12%
3 Technology 7.69%
4 Industrials 7.47%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,173
77
-11,707
78
-2,784