CCM

Cutler Capital Management Portfolio holdings

AUM $313M
1-Year Est. Return 6.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.46%
2 Real Estate 10.88%
3 Healthcare 4.14%
4 Energy 1.11%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$182K 0.08%
230,000
52
$177K 0.08%
10,000
53
$174K 0.07%
17,798
-128,394
54
-6,784
55
-6,000
56
-6,667
57
-18,000
58
-9,000