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
926
$119K 0.01%
3,214
+2,803
927
$119K 0.01%
37,644
+19,734
928
$119K 0.01%
+159
929
$118K 0.01%
+8,913
930
$117K 0.01%
17,071
+12,150
931
$116K 0.01%
2,729
+2,344
932
$116K 0.01%
6,272
-2,725
933
$116K 0.01%
17,847
-3,005
934
$115K 0.01%
3,524
-15,684
935
$115K 0.01%
9,464
+2,825
936
$115K 0.01%
18,410
+14,093
937
$115K 0.01%
2,000
+1,773
938
$114K 0.01%
644
-471
939
$114K 0.01%
+11,571
940
$114K 0.01%
+2,344
941
$114K 0.01%
1,577
+299
942
$113K 0.01%
11,937
+2,961
943
$113K 0.01%
4,338
+1,671
944
$112K 0.01%
628
945
$112K 0.01%
+1,448
946
$112K 0.01%
1,632
-2,200
947
$112K 0.01%
6,005
+2,128
948
$112K 0.01%
11,784
-9,453
949
$111K 0.01%
+1,800
950
$111K 0.01%
+5,570
36 37
38
39 40