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
551
$101K 0.01%
3,722
+3,706
552
$101K 0.01%
18,166
-7,699
553
$101K 0.01%
2,431
+653
554
$101K 0.01%
6,213
+2,352
555
$100K 0.01%
3,734
-15,321
556
$100K 0.01%
10,586
-3,306
557
$99K 0.01%
1,339
-6,486
558
$98K 0.01%
9,917
+7,989
559
$98K 0.01%
+44,159
560
$98K 0.01%
+1,000
561
$97K 0.01%
5,703
+5,000
562
$97K 0.01%
15,460
+15,184
563
$96K 0.01%
3,978
-6,807
564
$95K 0.01%
2,130
-8,828
565
$95K 0.01%
2,111
+1,287
566
$94K 0.01%
+1,600
567
$94K 0.01%
+2,200
568
$93K 0.01%
3,460
+631
569
$93K 0.01%
979
+673
570
$92K 0.01%
1,522
-1,175
571
$92K 0.01%
+1,100
572
$92K 0.01%
+2,590
573
$91K 0.01%
+1,768
574
$91K 0.01%
7,797
+7,073
575
$90K 0.01%
+3,400
21 22
23
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