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
401
$281K 0.02%
93,649
+44,665
402
$281K 0.02%
20,196
+6,111
403
$279K 0.02%
+33,810
404
$279K 0.02%
20,124
+20,019
405
$273K 0.02%
19,946
-15,007
406
$271K 0.02%
+4,467
407
$271K 0.02%
19,641
+3,618
408
$270K 0.02%
2,309
-21,345
409
$270K 0.02%
+3,777
410
$268K 0.02%
+4,328
411
$267K 0.02%
6,376
+5,338
412
$265K 0.02%
8,296
-196
413
$264K 0.02%
10,943
+4,573
414
$263K 0.02%
34,609
+33,392
415
$263K 0.02%
13,195
-20,154
416
$261K 0.02%
1,631
+1,606
417
$260K 0.02%
7,319
+5,808
418
$260K 0.02%
8,080
-9,829
419
$259K 0.02%
10,815
+9,588
420
$258K 0.02%
+6,936
421
$258K 0.02%
8,881
+7,799
422
$257K 0.02%
13,509
-222,682
423
$257K 0.02%
+3,781
424
$256K 0.02%
+1,293
425
$254K 0.02%
3,131
+3,128
15 16
17
18 19