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
701
$89K 0.01%
13,429
+10,602
702
$88K 0.01%
1,899
-11,971
703
$88K 0.01%
4,100
+3,587
704
$88K 0.01%
5,784
-87,780
705
$88K 0.01%
2,195
-330
706
$87K 0.01%
+377
707
$87K 0.01%
7,700
+4,980
708
$86K 0.01%
+105
709
$86K 0.01%
15,497
+9,901
710
$85K 0.01%
2,420
+1,386
711
$85K 0.01%
6,655
+1,658
712
$85K 0.01%
2,974
+1,771
713
$85K 0.01%
+12,418
714
$84K 0.01%
+2,261
715
$84K 0.01%
1,937
+490
716
$84K 0.01%
366
+20
717
$84K 0.01%
+1,946
718
$84K 0.01%
7,102
+5,210
719
$84K 0.01%
+6,967
720
$83K 0.01%
6,074
+4,932
721
$83K 0.01%
172
-134
722
$83K 0.01%
1,257
-822
723
$82K 0.01%
2,410
+1,303
724
$82K 0.01%
8,294
-8,294
725
$81K 0.01%
3,422
+2,179
27 28
29
30 31