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
$829M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,747
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$58.5M
3
+$12.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.42M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$7.83M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.82M
5
XOM icon
Exxon Mobil
XOM
+$7.35M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.59%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$94K 0.01%
19,859
+11,759
677
$94K 0.01%
502
-599
678
$93K 0.01%
34,851
+25,337
679
$93K 0.01%
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680
$93K 0.01%
10,565
-9,138
681
$93K 0.01%
528
682
$93K 0.01%
1,099
+421
683
$93K 0.01%
9,472
684
$93K 0.01%
2,810
+110
685
$92K 0.01%
+1,400
686
$92K 0.01%
1,741
-969
687
$92K 0.01%
3,708
-132
688
$92K 0.01%
4,935
-157
689
$91K 0.01%
5,197
-673
690
$91K 0.01%
14,926
-27,033
691
$91K 0.01%
5,251
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692
$90K 0.01%
727
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693
$90K 0.01%
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694
$90K 0.01%
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695
$90K 0.01%
2,915
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696
$90K 0.01%
3,200
+1,300
697
$89K 0.01%
+3,894
698
$89K 0.01%
4,424
-1,441
699
$89K 0.01%
+4,525
700
$89K 0.01%
4,147
+958
26 27
28
29 30