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
801
$67K ﹤0.01%
12,786
-10,017
802
$67K ﹤0.01%
3,956
-384
803
$66K ﹤0.01%
+6,746
804
$66K ﹤0.01%
+1,391
805
$66K ﹤0.01%
+1,640
806
$66K ﹤0.01%
1,783
-5,138
807
$66K ﹤0.01%
2,864
+20
808
$66K ﹤0.01%
2,983
+2,783
809
$65K ﹤0.01%
+10,787
810
$65K ﹤0.01%
7,312
+7,127
811
$65K ﹤0.01%
+305
812
$65K ﹤0.01%
3,578
-1,298
813
$65K ﹤0.01%
6,347
-3,883
814
$65K ﹤0.01%
843
-192
815
$65K ﹤0.01%
+2,902
816
$64K ﹤0.01%
17,627
-12,706
817
$64K ﹤0.01%
12,454
-11,244
818
$63K ﹤0.01%
4,422
+2,024
819
$63K ﹤0.01%
+608
820
$63K ﹤0.01%
4,464
+442
821
$63K ﹤0.01%
7,091
-3,378
822
$62K ﹤0.01%
1,399
-697
823
$62K ﹤0.01%
2,180
+1,880
824
$62K ﹤0.01%
+3,482
825
$61K ﹤0.01%
1,106
-15,125
31 32
33
34 35