CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,747
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$58.5M
3
+$12.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.42M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$7.83M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.82M
5
XOM icon
Exxon Mobil
XOM
+$7.35M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.59%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$344K 0.02%
60,896
+14,700
352
$341K 0.02%
2,300
+1,949
353
$341K 0.02%
11,149
+7,949
354
$339K 0.02%
13,954
-46,622
355
$338K 0.02%
8,996
+7,250
356
$338K 0.02%
13,804
+2,965
357
$335K 0.02%
+1,105
358
$334K 0.02%
7,571
+2,648
359
$333K 0.02%
8,310
-5,009
360
$326K 0.02%
+25,561
361
$326K 0.02%
20,150
+18,249
362
$326K 0.02%
+2,185
363
$324K 0.02%
11,525
+3,814
364
$324K 0.02%
1,830
-670
365
$321K 0.02%
6,652
-42,763
366
$321K 0.02%
8,200
-170
367
$320K 0.02%
16,833
+4,449
368
$318K 0.02%
2,274
+1,879
369
$317K 0.02%
19,165
+12,736
370
$315K 0.02%
27,806
+9,609
371
$315K 0.02%
+15,880
372
$315K 0.02%
6,662
+3,665
373
$314K 0.02%
47,549
374
$313K 0.02%
9,647
+3,575
375
$313K 0.02%
9,289
+9,124
13 14
15
16 17