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
776
$72K ﹤0.01%
386
+249
777
$71K ﹤0.01%
866
-758
778
$71K ﹤0.01%
2,378
+919
779
$71K ﹤0.01%
2,400
+500
780
$71K ﹤0.01%
2,047
-10,791
781
$71K ﹤0.01%
2,305
-561
782
$71K ﹤0.01%
3,249
-19,853
783
$71K ﹤0.01%
1,301
-8,374
784
$70K ﹤0.01%
2,054
-400
785
$70K ﹤0.01%
8,870
+751
786
$69K ﹤0.01%
2,295
+45
787
$69K ﹤0.01%
15,312
+14,912
788
$68K ﹤0.01%
5,368
-4,346
789
$68K ﹤0.01%
2,800
+592
790
$68K ﹤0.01%
3,020
+1,720
791
$68K ﹤0.01%
1,741
+1,641
792
$68K ﹤0.01%
3,780
-25,463
793
$68K ﹤0.01%
+609
794
$68K ﹤0.01%
2,616
-2,725
795
$68K ﹤0.01%
+1,199
796
$68K ﹤0.01%
+2,950
797
$67K ﹤0.01%
+1,164
798
$67K ﹤0.01%
31,239
+14,239
799
$67K ﹤0.01%
2,219
-11,016
800
$67K ﹤0.01%
1,000
+534
30 31
32
33 34