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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$21.5M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1
+$30.5M
2
+$18.3M
3
+$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$52K ﹤0.01%
2,270
+100
927
$52K ﹤0.01%
+1,100
928
$52K ﹤0.01%
8,977
+6,035
929
$52K ﹤0.01%
+4,000
930
$52K ﹤0.01%
1,657
-1,267
931
$52K ﹤0.01%
1,573
-7,834
932
$50K ﹤0.01%
+664
933
$50K ﹤0.01%
1,700
934
$50K ﹤0.01%
445
-100
935
$50K ﹤0.01%
16,500
+16,400
936
$50K ﹤0.01%
+898
937
$50K ﹤0.01%
+3,086
938
$49K ﹤0.01%
2,100
+2,000
939
$49K ﹤0.01%
500
-163
940
$49K ﹤0.01%
14,122
+9,214
941
$48K ﹤0.01%
+4,263
942
$48K ﹤0.01%
+1,400
943
$48K ﹤0.01%
+1,000
944
$48K ﹤0.01%
3,365
+1,400
945
$48K ﹤0.01%
303
-18,978
946
$48K ﹤0.01%
2,002
-1,098
947
$47K ﹤0.01%
694
+98
948
$47K ﹤0.01%
+406
949
$47K ﹤0.01%
1,300
-1,000
950
$47K ﹤0.01%
+1,365
36 37
38
39 40