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
476
$141K 0.01%
2,912
+2,812
477
$140K 0.01%
7,654
+4,113
478
$140K 0.01%
4,063
-14,079
479
$140K 0.01%
31,678
+19,403
480
$138K 0.01%
14,011
+10,058
481
$138K 0.01%
+4,000
482
$138K 0.01%
1,322
-416
483
$136K 0.01%
+1,362
484
$136K 0.01%
+2,400
485
$135K 0.01%
1,892
+1,609
486
$135K 0.01%
2,900
+2,700
487
$133K 0.01%
+3,118
488
$132K 0.01%
+2,491
489
$132K 0.01%
12,438
+2,408
490
$130K 0.01%
+1,823
491
$129K 0.01%
5,823
+3,043
492
$129K 0.01%
+10,555
493
$128K 0.01%
1,313
-7,287
494
$128K 0.01%
3,890
-44,049
495
$126K 0.01%
8,639
+8,002
496
$126K 0.01%
10,101
+2,874
497
$126K 0.01%
19,627
+5,238
498
$125K 0.01%
+546
499
$125K 0.01%
1,540
-1,765
500
$124K 0.01%
4,931
+3,099
18 19
20
21 22