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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
101
$466K 0.05%
6,723
102
$466K 0.05%
3,550
103
$464K 0.05%
3,870
-680
104
$444K 0.05%
2,122
105
$443K 0.05%
11,475
-250
106
$421K 0.04%
8,134
+1,502
107
$419K 0.04%
6,126
+22
108
$399K 0.04%
+17,122
109
$394K 0.04%
9,213
110
$394K 0.04%
933
-24
111
$389K 0.04%
1,306
+40
112
$388K 0.04%
5,968
+414
113
$382K 0.04%
1,157
+73
114
$377K 0.04%
1,798
115
$374K 0.04%
+1,465
116
$372K 0.04%
7,479
-300
117
$363K 0.04%
1,062
+32
118
$351K 0.04%
5,846
-420
119
$333K 0.03%
542
+104
120
$333K 0.03%
453
+8
121
$332K 0.03%
6,945
-100
122
$318K 0.03%
+1,134
123
$317K 0.03%
10,877
+1,144
124
$313K 0.03%
3,127
125
$313K 0.03%
6,266
-8,504
2 3 4
5
6