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
601
$83K 0.01%
+5,163
602
$83K 0.01%
15,699
+7,869
603
$83K 0.01%
1,833
-3,168
604
$82K 0.01%
+3,538
605
$82K 0.01%
23,351
+14,511
606
$81K 0.01%
+1,898
607
$81K 0.01%
390
-470
608
$81K 0.01%
3,287
-5,160
609
$81K 0.01%
8,219
-70,419
610
$80K 0.01%
49,079
+31,648
611
$80K 0.01%
3,131
+2,300
612
$80K 0.01%
+5,400
613
$80K 0.01%
335
+330
614
$80K 0.01%
+4,076
615
$78K 0.01%
+4,356
616
$78K 0.01%
+2,403
617
$78K 0.01%
+5,776
618
$78K 0.01%
5,860
619
$77K 0.01%
1,170
620
$77K 0.01%
+5,026
621
$76K 0.01%
+4,192
622
$76K 0.01%
+2,009
623
$76K 0.01%
1,898
+659
624
$75K 0.01%
+3,779
625
$75K 0.01%
9,722
+4,000
23 24
25
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