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
526
$112K 0.01%
1,218
-364
527
$111K 0.01%
11,837
+11,431
528
$109K 0.01%
2,956
+1,836
529
$109K 0.01%
1,715
-159
530
$108K 0.01%
9,585
-2,814
531
$108K 0.01%
4,400
532
$108K 0.01%
3,441
+3,250
533
$107K 0.01%
30,361
-324
534
$107K 0.01%
2,318
-867
535
$107K 0.01%
3,082
+987
536
$106K 0.01%
1,542
+900
537
$106K 0.01%
2,600
+300
538
$106K 0.01%
1,400
+1,300
539
$105K 0.01%
+2,831
540
$105K 0.01%
+1,235
541
$105K 0.01%
+4,384
542
$104K 0.01%
+10,300
543
$103K 0.01%
1,864
+1,603
544
$103K 0.01%
4,349
+4,300
545
$103K 0.01%
6,465
+6,431
546
$102K 0.01%
3,347
-3,853
547
$102K 0.01%
4,157
-4,297
548
$102K 0.01%
1,752
-2,798
549
$101K 0.01%
+2,064
550
$101K 0.01%
+4,854
20 21
22
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