We are live on ! Find out more
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
126
$310K 0.03%
1,909
+17
127
$305K 0.03%
2,574
+15
128
$305K 0.03%
1,083
+8
129
$302K 0.03%
2,750
130
$288K 0.03%
2,757
131
$287K 0.03%
6,620
132
$285K 0.03%
2,833
-7,800
133
$271K 0.03%
2,406
-46
134
$270K 0.03%
1,835
-60
135
$259K 0.03%
+5,248
136
$236K 0.02%
3,585
+129
137
$232K 0.02%
6,729
+11
138
$228K 0.02%
1,952
139
$226K 0.02%
3,695
140
$212K 0.02%
3,172
+81
141
– –
-107,683
142
– –
-7,693
143
– –
-8,635
2 3 4 5
6