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
501
$180K 0.01%
5,032
+3,432
502
$179K 0.01%
5,200
+4,076
503
$178K 0.01%
4,081
+4,032
504
$178K 0.01%
2,585
+1,830
505
$177K 0.01%
16,518
+6,243
506
$176K 0.01%
1,463
-337
507
$176K 0.01%
2,897
-1,689
508
$175K 0.01%
3,194
-5,760
509
$174K 0.01%
1,705
-77
510
$173K 0.01%
3,036
-5,543
511
$170K 0.01%
7,306
-13,843
512
$170K 0.01%
632
-530
513
$167K 0.01%
+6,825
514
$165K 0.01%
2,903
+480
515
$165K 0.01%
+26,731
516
$164K 0.01%
5,649
+22
517
$164K 0.01%
1,447
+647
518
$164K 0.01%
13,030
-3,532
519
$164K 0.01%
2,414
-2,232
520
$164K 0.01%
16,000
-2,200
521
$164K 0.01%
5,507
+5,423
522
$163K 0.01%
5,353
-984
523
$163K 0.01%
14,672
+5,542
524
$162K 0.01%
14,694
-8,578
525
$161K 0.01%
3,338
-8,892
19 20
21
22 23