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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$306K 0.01%
9,331
-7,119
577
$306K 0.01%
+5,100
578
$304K 0.01%
13,182
-8,862
579
$304K 0.01%
+1,198
580
$303K 0.01%
3,900
-4,664
581
$303K 0.01%
583
-1,647
582
$301K 0.01%
2,231
+1,814
583
$298K 0.01%
+1,700
584
$298K 0.01%
+1,300
585
$297K 0.01%
13,876
+2,126
586
$296K 0.01%
2,166
-434
587
$295K 0.01%
+4,150
588
$292K 0.01%
15,030
+5,135
589
$289K 0.01%
+8,489
590
$289K 0.01%
2,031
+177
591
$289K 0.01%
97,079
+42,969
592
$288K 0.01%
4,103
-20,477
593
$288K 0.01%
6,018
-8,841
594
$287K 0.01%
65
-201
595
$287K 0.01%
29,394
-23,175
596
$286K 0.01%
4,620
+3,400
597
$283K 0.01%
20,791
-2,537
598
$283K 0.01%
7,535
-14,692
599
$283K 0.01%
7,750
+2,451
600
$283K 0.01%
8,396
-12,014
22 23
24
25 26