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
376
$312K 0.02%
38,714
+18,217
377
$311K 0.02%
+4,060
378
$311K 0.02%
15,352
+752
379
$310K 0.02%
8,270
-2,310
380
$309K 0.02%
4,271
+4,236
381
$307K 0.02%
1,463
-70
382
$305K 0.02%
19,365
+15,762
383
$304K 0.02%
12,217
-2,381
384
$303K 0.02%
2,633
+299
385
$302K 0.02%
10,380
+1,597
386
$299K 0.02%
+14,579
387
$298K 0.02%
7,900
-207,471
388
$298K 0.02%
2,849
-1,790
389
$297K 0.02%
+3,000
390
$296K 0.02%
+2,500
391
$295K 0.02%
3,535
-24,831
392
$294K 0.02%
2,109
+851
393
$294K 0.02%
3,958
+3,358
394
$292K 0.02%
3,395
+1,290
395
$288K 0.02%
23,565
+16,992
396
$287K 0.02%
5,844
+5,095
397
$286K 0.02%
9,652
+7,987
398
$286K 0.02%
2,096
+515
399
$285K 0.02%
3,550
+2,801
400
$281K 0.02%
2,088
-575
14 15
16
17 18