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
476
$201K 0.01%
2,573
-22,925
477
$198K 0.01%
12,743
+7,600
478
$197K 0.01%
+29,150
479
$196K 0.01%
8,861
-17,895
480
$196K 0.01%
1,300
-7,800
481
$195K 0.01%
+4,364
482
$194K 0.01%
2,217
+340
483
$194K 0.01%
1,056
-6,461
484
$194K 0.01%
19,781
-81,843
485
$193K 0.01%
7,944
-500
486
$192K 0.01%
15,504
+12,004
487
$191K 0.01%
2,377
-1,214
488
$190K 0.01%
6,050
-4,798
489
$190K 0.01%
8,147
+1,230
490
$190K 0.01%
3,061
-10,165
491
$190K 0.01%
3,159
-7,581
492
$189K 0.01%
4,742
-8,480
493
$189K 0.01%
2,709
+2,261
494
$187K 0.01%
39,928
+20,197
495
$187K 0.01%
+10,867
496
$185K 0.01%
3,771
-226
497
$185K 0.01%
+825
498
$182K 0.01%
46,489
+44,989
499
$181K 0.01%
4,710
-531
500
$180K 0.01%
7,244
-1,311
18 19
20
21 22