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
826
$61K ﹤0.01%
498
-400
827
$61K ﹤0.01%
+427
828
$61K ﹤0.01%
3,292
+2,864
829
$60K ﹤0.01%
6,368
+4,183
830
$60K ﹤0.01%
+400
831
$59K ﹤0.01%
+2,252
832
$59K ﹤0.01%
+485
833
$59K ﹤0.01%
13,190
834
$58K ﹤0.01%
5,420
-65,271
835
$58K ﹤0.01%
8,909
-804
836
$57K ﹤0.01%
419
+152
837
$57K ﹤0.01%
2,024
+668
838
$57K ﹤0.01%
4,078
-3,800
839
$57K ﹤0.01%
1,875
+871
840
$57K ﹤0.01%
200
-150
841
$57K ﹤0.01%
820
-2,730
842
$56K ﹤0.01%
33,047
+3,739
843
$56K ﹤0.01%
3,060
844
$56K ﹤0.01%
608
-1,036
845
$56K ﹤0.01%
+700
846
$56K ﹤0.01%
323
-414
847
$56K ﹤0.01%
9,226
-18,542
848
$56K ﹤0.01%
2,064
+455
849
$55K ﹤0.01%
7,463
+3,387
850
$55K ﹤0.01%
9,977
+6,409
32 33
34
35 36