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
751
$76K 0.01%
5,012
-5,204
752
$76K 0.01%
6,697
-3,102
753
$75K 0.01%
1,320
+100
754
$75K 0.01%
3,820
+3,153
755
$75K 0.01%
4,802
-868
756
$75K 0.01%
907
-3,176
757
$75K 0.01%
684
-635
758
$74K 0.01%
2,300
+2,200
759
$74K 0.01%
1,200
+1,100
760
$74K 0.01%
990
-268
761
$74K 0.01%
+4,914
762
$74K 0.01%
3,409
-3,667
763
$74K 0.01%
7,700
+4,616
764
$74K 0.01%
1,070
-699
765
$73K 0.01%
1,115
+247
766
$73K 0.01%
7,100
+7,000
767
$73K 0.01%
896
-304
768
$73K 0.01%
14,436
-808
769
$73K 0.01%
12,637
-289
770
$73K 0.01%
2,996
+2,426
771
$72K ﹤0.01%
1,063
-167
772
$72K ﹤0.01%
13,917
+905
773
$72K ﹤0.01%
+1,112
774
$72K ﹤0.01%
+1,026
775
$72K ﹤0.01%
5,429
-766
29 30
31
32 33