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
526
$160K 0.01%
3,678
527
$159K 0.01%
8,185
+5,851
528
$159K 0.01%
4,314
-11,240
529
$159K 0.01%
23,477
-6,553
530
$158K 0.01%
4,391
-20,464
531
$158K 0.01%
7,800
532
$157K 0.01%
1,904
+496
533
$157K 0.01%
+3,586
534
$157K 0.01%
+3,719
535
$155K 0.01%
+2,359
536
$155K 0.01%
7,388
+2,091
537
$154K 0.01%
14,027
-68,528
538
$154K 0.01%
12,316
-25
539
$153K 0.01%
2,617
+1,907
540
$153K 0.01%
18,012
+16,912
541
$152K 0.01%
26,211
-7,226
542
$152K 0.01%
4,734
+2,387
543
$152K 0.01%
26,319
+11,683
544
$151K 0.01%
7,249
+3,843
545
$151K 0.01%
15,003
+13,712
546
$151K 0.01%
4,403
-3,645
547
$150K 0.01%
659
-4,149
548
$150K 0.01%
+8,249
549
$149K 0.01%
4,208
+1,304
550
$148K 0.01%
+2,792
20 21
22
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