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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$21.5M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1
+$30.5M
2
+$18.3M
3
+$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.28%
401,876
+212,668
52
$3.98M 0.28%
75,710
+27,808
53
$3.94M 0.27%
24,494
+5,725
54
$3.91M 0.27%
18,152
+4,993
55
$3.85M 0.27%
45,079
-21,089
56
$3.41M 0.24%
72,529
+1,002
57
$3.37M 0.23%
121,884
+112,771
58
$3.37M 0.23%
14,738
+105
59
$3.36M 0.23%
9,860
+5,529
60
$3.3M 0.23%
+25,901
61
$3.27M 0.23%
70,518
-57,771
62
$3.24M 0.23%
35,020
+10,689
63
$3.16M 0.22%
170,537
+78,815
64
$3.15M 0.22%
8,824
+6,781
65
$3.1M 0.21%
44,142
+1,600
66
$3.07M 0.21%
80,649
+77,189
67
$3.07M 0.21%
69,119
+48,986
68
$3.04M 0.21%
59,108
+29,169
69
$2.99M 0.21%
21,681
-6,932
70
$2.97M 0.21%
38,492
+236
71
$2.95M 0.2%
101,314
+67,541
72
$2.92M 0.2%
77,910
-14,766
73
$2.92M 0.2%
45,798
+9,331
74
$2.91M 0.2%
262,955
-98,626
75
$2.91M 0.2%
40,388
+5,342
1 2
3
4 5