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
701
$51K 0.01%
1,094
-5,904
702
$51K 0.01%
+2,086
703
$51K 0.01%
+3,716
704
$51K 0.01%
658
-6,810
705
$50K 0.01%
1,000
+944
706
$50K 0.01%
7,939
+1,015
707
$50K 0.01%
551
-693
708
$49K 0.01%
+1,182
709
$49K 0.01%
5,212
-88
710
$48K ﹤0.01%
2,400
-3,652
711
$48K ﹤0.01%
4,471
-109
712
$48K ﹤0.01%
+821
713
$48K ﹤0.01%
2,616
+1,800
714
$47K ﹤0.01%
3,663
-2,699
715
$47K ﹤0.01%
1,368
-2,923
716
$47K ﹤0.01%
+1,751
717
$47K ﹤0.01%
+3,952
718
$46K ﹤0.01%
2,287
+1,020
719
$46K ﹤0.01%
6,708
+6,208
720
$46K ﹤0.01%
1,500
721
$46K ﹤0.01%
2,428
+2,028
722
$46K ﹤0.01%
438
+197
723
$46K ﹤0.01%
1,439
+1,232
724
$45K ﹤0.01%
+500
725
$45K ﹤0.01%
100
-300
27 28
29
30 31