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
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$9.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.46M
5
C icon
Citigroup
C
+$6.88M

Top Sells

1
+$6.53M
2
+$6.33M
3
+$4.79M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M

Sector Composition

1 Technology 21.6%
2 Consumer Discretionary 11.9%
3 Financials 9.39%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$223K 0.02%
2,454
-5,819
377
$222K 0.02%
+3,259
378
$220K 0.02%
+24,763
379
$218K 0.02%
6,479
+5,922
380
$217K 0.02%
372
+318
381
$215K 0.02%
4,670
+1,043
382
$212K 0.02%
4,151
+3,221
383
$211K 0.02%
1,661
-146
384
$209K 0.02%
3,869
-15,455
385
$206K 0.02%
+5,348
386
$206K 0.02%
13,009
+9,562
387
$205K 0.02%
6,554
+5,994
388
$205K 0.02%
+1,319
389
$205K 0.02%
3,872
+3,722
390
$203K 0.02%
+6,842
391
$203K 0.02%
15,173
+945
392
$203K 0.02%
12,189
+11,864
393
$202K 0.02%
30,302
+10,045
394
$200K 0.02%
78,318
+65,452
395
$198K 0.02%
1,775
-370
396
$198K 0.02%
6,774
+6,247
397
$197K 0.02%
9,300
-3,356
398
$196K 0.02%
2,403
+588
399
$194K 0.02%
4,603
+4,403
400
$194K 0.02%
+3,060
14 15
16
17 18