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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$525K 0.02%
20,870
-4,660
427
$524K 0.02%
+10,495
428
$519K 0.02%
1,787
-3,499
429
$518K 0.02%
+8,890
430
$516K 0.02%
38,563
+35,783
431
$514K 0.02%
1,562
+239
432
$514K 0.02%
+5,646
433
$510K 0.02%
2,842
+2,839
434
$508K 0.02%
+13,271
435
$506K 0.02%
108,975
+75,895
436
$501K 0.02%
+6,526
437
$501K 0.02%
49,720
+39,884
438
$498K 0.02%
14,794
+14,787
439
$497K 0.02%
+2,701
440
$494K 0.02%
1,645
-233
441
$493K 0.02%
4,709
+2,720
442
$492K 0.02%
6,306
+5,729
443
$489K 0.02%
1,833
-44
444
$489K 0.02%
8,114
+7,155
445
$488K 0.02%
4,841
-1,750
446
$486K 0.02%
18,566
+16,981
447
$485K 0.02%
+39,859
448
$481K 0.02%
69
+56
449
$480K 0.02%
14,988
-16,449
450
$474K 0.02%
1,955
-7,443
16 17
18
19 20