We are live on ! Find out more
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
76
$1.51M 0.16%
2
77
$1.27M 0.13%
6,817
+648
78
$1.16M 0.12%
2,612
+392
79
$1.15M 0.12%
22,944
+5,000
80
$1.05M 0.11%
29,075
-152
81
$1.03M 0.11%
20,814
+4,099
82
$1.03M 0.11%
10,992
-712
83
$948K 0.1%
2,666
+231
84
$921K 0.1%
1,533
+33
85
$913K 0.1%
38,889
-31,315
86
$848K 0.09%
10,020
-451
87
$845K 0.09%
3,476
-195
88
$818K 0.09%
3,531
+207
89
$766K 0.08%
2,451
+1
90
$761K 0.08%
3,028
+4
91
$701K 0.07%
8,359
+190
92
$667K 0.07%
8,692
-665
93
$611K 0.06%
16,586
+1,586
94
$607K 0.06%
4,310
95
$603K 0.06%
2,008
96
$576K 0.06%
6,055
97
$565K 0.06%
6,768
98
$534K 0.06%
12,238
-400
99
$521K 0.05%
12,286
+1,380
100
$503K 0.05%
7,708
-750
2 3
4
5 6