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
426
$253K 0.02%
+600
427
$251K 0.02%
6,034
-1,633
428
$250K 0.02%
+13,516
429
$249K 0.02%
9,700
-1,111
430
$249K 0.02%
30,867
-6,806
431
$249K 0.02%
20,309
-58,144
432
$249K 0.02%
+7,956
433
$247K 0.02%
5,872
+2,755
434
$247K 0.02%
+1,922
435
$246K 0.02%
2,649
+2,448
436
$245K 0.02%
15,835
+14,851
437
$245K 0.02%
4,450
+4,092
438
$245K 0.02%
9,350
-9,255
439
$244K 0.02%
1,200
+100
440
$244K 0.02%
897
+282
441
$243K 0.02%
5,757
-7,976
442
$243K 0.02%
20,114
+168
443
$240K 0.02%
2,245
-16,354
444
$238K 0.02%
15,196
+10,122
445
$237K 0.02%
5,193
+5,034
446
$237K 0.02%
99,442
+67,831
447
$235K 0.02%
+1,269
448
$234K 0.02%
5,252
+3,662
449
$234K 0.02%
+775
450
$234K 0.02%
1,713
-11,329
16 17
18
19 20