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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
$370M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$1.93M
3
+$1.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.27M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.17M

Top Sells

1
+$2.47M
2
+$1.67M
3
+$583K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$348K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$320K

Sector Composition

1 Consumer Staples 8.86%
2 Technology 8.38%
3 Healthcare 7.89%
4 Industrials 7.39%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,573
77
– –
-9,878
78
– –
-2,168
79
– –
-3,159
1 2 3
4