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
551
$148K 0.01%
1,548
-53,437
552
$148K 0.01%
28,905
+16,880
553
$148K 0.01%
1,800
+1,300
554
$148K 0.01%
19,881
+19,260
555
$146K 0.01%
+2,600
556
$146K 0.01%
2,050
-307
557
$145K 0.01%
3,238
+2,598
558
$145K 0.01%
+1,161
559
$145K 0.01%
2,378
+459
560
$144K 0.01%
8,581
-5,973
561
$144K 0.01%
+4,428
562
$144K 0.01%
8,665
+52
563
$144K 0.01%
3,173
+948
564
$143K 0.01%
+19,456
565
$143K 0.01%
+6,753
566
$143K 0.01%
4,404
+1,435
567
$141K 0.01%
+7,908
568
$141K 0.01%
1,655
-1,904
569
$141K 0.01%
19,770
-15,233
570
$141K 0.01%
+3,513
571
$140K 0.01%
+545
572
$140K 0.01%
1,109
+1,088
573
$140K 0.01%
21,251
-10,534
574
$140K 0.01%
1,880
-9,012
575
$139K 0.01%
9,581
+6,442
21 22
23
24 25