CIC
Cutler Investment Counsel Portfolio holdings
AUM
$899M
1-Year Return
15.68%
This Quarter Return
-8.23%
1 Year Return
+15.68%
3 Year Return
+44.88%
5 Year Return
+79.75%
10 Year Return
+155.49%
AUM
$465M
AUM Growth
-$69.7M
(-13%)
Cap. Flow
-$21.4M
Cap. Flow
% of AUM
-4.6%
Top 10 Holdings %
Top 10 Hldgs %
35.58%
Holding
96
New
1
Increased
14
Reduced
50
Closed
6
Top Buys
| 1 |
Republic Services
RSG
|
$1.45M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.41M |
| 3 |
Medtronic
MDT
|
$1.11M |
| 4 |
SPDR Gold Trust
GLD
|
$158K |
| 5 |
VanEck Vietnam ETF
VNM
|
$125K |
Top Sells
Sector Composition
| 1 | Healthcare | 10.13% |
| 2 | Industrials | 9.92% |
| 3 | Technology | 8.59% |
| 4 | Financials | 8.25% |
| 5 | Consumer Staples | 7.06% |
