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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$153K 0.01%
4,167
+899
827
$152K 0.01%
4,781
+3,531
828
$151K 0.01%
+11,742
829
$151K 0.01%
+2,068
830
$150K 0.01%
1,540
+640
831
$150K 0.01%
+2,495
832
$149K 0.01%
2,090
+2,080
833
$149K 0.01%
+1,145
834
$149K 0.01%
4,965
-320
835
$147K 0.01%
5,792
+5,759
836
$146K 0.01%
582
-388
837
$146K 0.01%
22,000
-8,000
838
$146K 0.01%
+4,471
839
$146K 0.01%
8,779
+4,029
840
$146K 0.01%
17,500
-5,600
841
$145K 0.01%
+3,000
842
$145K 0.01%
7,418
-784
843
$145K 0.01%
+10,178
844
$144K 0.01%
26,362
+18,000
845
$144K 0.01%
+12,980
846
$144K 0.01%
26,089
+6,862
847
$143K 0.01%
4,068
+235
848
$142K 0.01%
7,251
-16,850
849
$142K 0.01%
+5,884
850
$142K 0.01%
8,627
+5,089
32 33
34
35 36