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
626
$75K 0.01%
400
-200
627
$74K 0.01%
15,808
-15,418
628
$74K 0.01%
+1,348
629
$73K 0.01%
+2,500
630
$73K 0.01%
+1,425
631
$72K 0.01%
6,078
+342
632
– –
0
633
$71K 0.01%
2,200
-7,100
634
$71K 0.01%
+2,679
635
$70K 0.01%
17,852
+15,900
636
$70K 0.01%
2,334
+808
637
$70K 0.01%
7,221
+7,088
638
$70K 0.01%
949
-296
639
$70K 0.01%
700
+591
640
$69K 0.01%
2,758
-1,026
641
$69K 0.01%
170
-2
642
$69K 0.01%
3,200
-200
643
$69K 0.01%
1,600
-7,918
644
$68K 0.01%
+4,590
645
$68K 0.01%
2,945
+2,621
646
$67K 0.01%
+9,374
647
$66K 0.01%
9,435
+4,832
648
$66K 0.01%
210
-71
649
$66K 0.01%
15,120
+5,177
650
$64K 0.01%
3,642
+230
24 25
26
27 28