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
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$1.03M
3 +$791K
4
MBB icon
iShares MBS ETF
MBB
+$571K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$426K

Sector Composition

1 Industrials 12.06%
2 Financials 8.53%
3 Healthcare 8.42%
4 Consumer Staples 7.63%
5 Technology 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,579
127
-3,495
128
-6,117