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
401
$192K 0.02%
3,230
+1,509
402
$191K 0.02%
9,184
+8,084
403
$189K 0.02%
1,820
-335
404
$189K 0.02%
30,634
+25,270
405
$188K 0.02%
+15,344
406
$188K 0.02%
+2,857
407
$187K 0.02%
11,306
+115
408
$187K 0.02%
36,594
+6,881
409
$187K 0.02%
6,895
+3,896
410
$187K 0.02%
11,329
-12,751
411
$186K 0.02%
7,171
-1,006
412
$185K 0.02%
1,665
+585
413
$184K 0.02%
+8,724
414
$184K 0.02%
4,974
-7,962
415
$184K 0.02%
35,786
+27,561
416
$183K 0.02%
11,177
+9,877
417
$182K 0.02%
4,002
+3,526
418
$181K 0.02%
4,951
-2,163
419
$181K 0.02%
2,664
-310
420
$181K 0.02%
1,957
-1,604
421
$178K 0.02%
9,507
-7,164
422
$177K 0.02%
2,888
-5,148
423
$175K 0.02%
+3,122
424
$175K 0.02%
3,087
+2,767
425
$175K 0.02%
3,000
+2,967
15 16
17
18 19