CCM

Cutler Capital Management Portfolio holdings

AUM $334M
1-Year Est. Return 10.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$988K
3
+$822K
4
BRBS icon
Blue Ridge Bankshares
BRBS
+$755K
5
VICI icon
VICI Properties
VICI
+$669K

Top Sells

1
+$1.33M
2
+$1.23M
3
+$871K
4
MPT
Medical Properties Trust
MPT
+$698K
5
MRK icon
Merck
MRK
+$407K

Sector Composition

1 Financials 24.37%
2 Real Estate 8.3%
3 Healthcare 7.8%
4 Energy 6.26%
5 Consumer Staples 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,463
77
– –
-41,485
78
– –
-420
79
– –
-148,610
1 2 3
4