CCM

Cutler Capital Management Portfolio holdings

AUM $313M
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$1.74M
3 +$797K
4
WFC icon
Wells Fargo
WFC
+$585K
5
FLG
Flagstar Bank National Association
FLG
+$382K

Top Sells

1 +$3.3M
2 +$2.49M
3 +$1.61M
4
JPM.WS
JPMorgan Chase
JPM.WS
+$788K
5
GT icon
Goodyear
GT
+$737K

Sector Composition

1 Financials 11.37%
2 Real Estate 7.66%
3 Healthcare 6.67%
4 Consumer Discretionary 3.07%
5 Technology 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,000