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
651
$63K 0.01%
741
-323
652
$63K 0.01%
3,060
653
$63K 0.01%
1,675
+243
654
$63K 0.01%
+1,130
655
$62K 0.01%
700
+667
656
$62K 0.01%
2,716
+2,320
657
$62K 0.01%
3,284
-489
658
$62K 0.01%
4,675
+684
659
$61K 0.01%
+125
660
$61K 0.01%
507
-1,025
661
$61K 0.01%
+2,500
662
$60K 0.01%
14,558
+11,258
663
$60K 0.01%
+900
664
$60K 0.01%
7,144
+2,148
665
$59K 0.01%
6,148
+4,648
666
$59K 0.01%
2,700
-7,598
667
$59K 0.01%
+3,172
668
$59K 0.01%
1,475
-837
669
$59K 0.01%
5,574
-4,863
670
$58K 0.01%
1,371
+1,300
671
$58K 0.01%
3,400
+2,100
672
$58K 0.01%
+2,363
673
$58K 0.01%
556
-241
674
$57K 0.01%
3,677
-5,961
675
$57K 0.01%
1,100
+400
25 26
27
28 29