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
$222M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.32M
3 +$789K
4
VICI icon
VICI Properties
VICI
+$566K
5
CTO
CTO Realty Growth
CTO
+$435K

Top Sells

1 +$1.78M
2 +$1.29M
3 +$1.21M
4
BRBS icon
Blue Ridge Bankshares
BRBS
+$781K
5
IBM icon
IBM
IBM
+$218K

Sector Composition

1 Financials 28.35%
2 Real Estate 8.5%
3 Healthcare 8.42%
4 Energy 6.2%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$104K 0.05%
3,225
77
-48,329