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
$635M
AUM Growth
-$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$574K
3 +$519K
4
VUG icon
Vanguard Growth ETF
VUG
+$456K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$451K

Sector Composition

1 Financials 12.15%
2 Industrials 10.1%
3 Healthcare 8.56%
4 Technology 8.19%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$127K 0.02%
10,745
127
$59K 0.01%
11,000
128
$28K ﹤0.01%
12,500
129
-6,898
130
-449,474
131
-8,440
132
-1,794
133
-2,245
134
-4,574