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
$661M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$6.51M
3 +$2.42M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.74M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$470K

Top Sells

1 +$12.3M
2 +$7.6M
3 +$1.69M
4
RSG icon
Republic Services
RSG
+$496K
5
MRK icon
Merck
MRK
+$494K

Sector Composition

1 Industrials 11.78%
2 Healthcare 8.78%
3 Financials 8.46%
4 Technology 7.65%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$43K 0.01%
10,000
127
-2,396
128
-232,586
129
-5,406
130
-9,399