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
426
$175K 0.02%
+1,800
427
$172K 0.02%
4,659
-3,207
428
$171K 0.02%
+9,364
429
$171K 0.02%
20,817
+17,536
430
$171K 0.02%
3,954
+3,497
431
$170K 0.02%
2,259
-4,754
432
$170K 0.02%
2,474
-2,773
433
$167K 0.02%
1,544
-1,807
434
$167K 0.02%
2,868
+2,615
435
$167K 0.02%
144
+117
436
$167K 0.02%
2,547
+1,847
437
$166K 0.02%
899
-1,694
438
$165K 0.02%
1,380
-2,646
439
$165K 0.02%
1,647
-1,261
440
$164K 0.02%
+3,257
441
$164K 0.02%
32,120
+18,840
442
$163K 0.02%
800
443
$163K 0.02%
3,430
+1,050
444
$163K 0.02%
4,809
+4,576
445
$162K 0.02%
1,835
-601
446
$162K 0.02%
8,852
-8,427
447
$160K 0.02%
3,755
+2,015
448
$160K 0.02%
1,329
+9
449
$160K 0.02%
2,285
+2,265
450
$159K 0.02%
32,687
+31,206
16 17
18
19 20