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
851
$55K ﹤0.01%
+2,095
852
$55K ﹤0.01%
6,982
+6,204
853
$55K ﹤0.01%
2,835
+2,735
854
$55K ﹤0.01%
3,227
+2,923
855
$55K ﹤0.01%
4,100
+200
856
$55K ﹤0.01%
3,102
+1,229
857
$54K ﹤0.01%
433
-301
858
$54K ﹤0.01%
3,400
859
$54K ﹤0.01%
2,530
+2,519
860
$54K ﹤0.01%
4,460
-974
861
$54K ﹤0.01%
14,264
+7,620
862
$54K ﹤0.01%
8,293
+4,889
863
$54K ﹤0.01%
800
-442
864
$54K ﹤0.01%
500
865
$53K ﹤0.01%
776
-181
866
$53K ﹤0.01%
51,185
+4,101
867
$53K ﹤0.01%
+862
868
$53K ﹤0.01%
2,500
869
$53K ﹤0.01%
1,099
+1,056
870
$52K ﹤0.01%
+1,913
871
$52K ﹤0.01%
160
872
$52K ﹤0.01%
2,600
-6,478
873
$52K ﹤0.01%
+7,562
874
$52K ﹤0.01%
648
-5,096
875
$52K ﹤0.01%
3,812
+1,695
33 34
35
36 37