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
676
$57K 0.01%
1,068
-11,681
677
$57K 0.01%
+2,647
678
$57K 0.01%
+1,163
679
$57K 0.01%
+400
680
$56K 0.01%
7,437
+6,826
681
$56K 0.01%
1,038
-201
682
$56K 0.01%
660
-500
683
$55K 0.01%
+800
684
$55K 0.01%
+1,461
685
$55K 0.01%
5,026
+589
686
$55K 0.01%
+350
687
$54K 0.01%
2,490
+2,384
688
$54K 0.01%
3,745
-1,481
689
$54K 0.01%
3,367
+3,112
690
$54K 0.01%
29,193
-584
691
$53K 0.01%
11,190
+8,190
692
$53K 0.01%
2,100
+1,900
693
$53K 0.01%
3,837
694
$52K 0.01%
1,886
-13,863
695
$52K 0.01%
19,238
+10,510
696
$52K 0.01%
8,413
+8,252
697
$52K 0.01%
810
-2,176
698
$52K 0.01%
26,321
+14,746
699
$51K 0.01%
190
-210
700
$51K 0.01%
988
+788
26 27
28
29 30