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
Energy Select Sector SPDR Fund
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 16.34%
3 Financials 13.57%
4 Communication Services 7.29%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.47M 0.44%
+28,341
27
$9.43M 0.44%
+31,618
28
$9.36M 0.44%
200,309
+192,442
29
$9.26M 0.43%
+146,515
30
$9.16M 0.43%
+55,287
31
$9.08M 0.42%
+35,840
32
$9.01M 0.42%
28,242
+23,642
33
$8.09M 0.38%
31,478
-7,131
34
$7.88M 0.37%
32,311
+27,143
35
$7.73M 0.36%
145,379
-70,753
36
$7.39M 0.34%
18,712
+18,249
37
$7.13M 0.33%
57,517
+54,330
38
$7.08M 0.33%
28,155
-97,264
39
$7.06M 0.33%
29,577
+13,894
40
$7.05M 0.33%
155,723
+143,285
41
$7.02M 0.33%
76,573
+74,766
42
$6.88M 0.32%
24,743
-3,301
43
$6.62M 0.31%
67,588
-88,629
44
$6.53M 0.3%
247,844
-142,622
45
$6.49M 0.3%
61,316
-40,736
46
$6.38M 0.3%
80,044
+64,986
47
$6.03M 0.28%
109,331
+83,811
48
$5.72M 0.27%
28,060
-19,478
49
$5.6M 0.26%
121,370
+51,883
50
$5.4M 0.25%
29,431
-8,221
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