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
876
$52K ﹤0.01%
+1,045
877
$52K ﹤0.01%
4,538
-102,388
878
$51K ﹤0.01%
8,511
-6,740
879
$51K ﹤0.01%
1,000
-500
880
$51K ﹤0.01%
5,016
+1,449
881
$50K ﹤0.01%
7,056
+1,254
882
$50K ﹤0.01%
750
-493
883
$50K ﹤0.01%
+598
884
$50K ﹤0.01%
900
885
$50K ﹤0.01%
500
+400
886
$50K ﹤0.01%
3,011
-6,338
887
$50K ﹤0.01%
735
-4,853
888
$50K ﹤0.01%
+20,539
889
$49K ﹤0.01%
1,817
-27,061
890
$49K ﹤0.01%
5,417
+2,864
891
$49K ﹤0.01%
557
-794
892
$49K ﹤0.01%
9,073
-2,168
893
$49K ﹤0.01%
479
+300
894
$49K ﹤0.01%
1,159
+127
895
$49K ﹤0.01%
6,708
+812
896
$49K ﹤0.01%
1,600
+1,200
897
$49K ﹤0.01%
12,436
+10,816
898
$49K ﹤0.01%
22,701
-916
899
$49K ﹤0.01%
2,000
900
$48K ﹤0.01%
2,100
-400
34 35
36
37 38