CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$92.2M
2
+$65M
3
+$13.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M

Top Sells

1
+$31.3M
2
+$9.34M
3
+$9.24M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$8.82M
5
XOM icon
Exxon Mobil
XOM
+$8.39M

Sector Composition

1 Technology 14.65%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.58%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$180K 0.02%
7,244
-1,311
502
$179K 0.02%
5,200
+4,076
503
$178K 0.02%
4,081
+4,032
504
$178K 0.02%
2,585
+1,830
505
$177K 0.02%
16,518
+6,243
506
$176K 0.02%
1,463
-337
507
$176K 0.02%
2,897
-1,689
508
$175K 0.02%
3,194
-5,760
509
$174K 0.02%
1,705
-77
510
$173K 0.02%
3,036
-5,543
511
$170K 0.02%
7,306
-13,843
512
$170K 0.02%
632
-530
513
$167K 0.02%
+6,825
514
$165K 0.02%
2,903
+480
515
$165K 0.02%
+26,731
516
$164K 0.02%
1,447
+647
517
$164K 0.02%
5,649
+22
518
$164K 0.02%
13,030
-3,532
519
$164K 0.02%
2,414
-2,232
520
$164K 0.02%
16,000
-2,200
521
$164K 0.02%
5,507
+5,423
522
$163K 0.02%
5,353
-984
523
$163K 0.02%
14,672
+5,542
524
$162K 0.02%
14,694
-8,578
525
$161K 0.02%
3,338
-8,892
19 20
21
22 23