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
$602M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$4.96M
2 +$904K
3 +$557K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$374K
5
VDE icon
Vanguard Energy ETF
VDE
+$353K

Sector Composition

1 Financials 11.74%
2 Industrials 10.57%
3 Healthcare 8.27%
4 Consumer Staples 7.65%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,745
127
-8,411
128
-3,554