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
926
$44K ﹤0.01%
1,105
-4,251
927
$43K ﹤0.01%
918
+500
928
$43K ﹤0.01%
+491
929
$43K ﹤0.01%
1,440
930
$43K ﹤0.01%
2,458
-801
931
$43K ﹤0.01%
+7
932
$43K ﹤0.01%
8,468
933
$43K ﹤0.01%
1,531
+1,331
934
$43K ﹤0.01%
1,785
-43
935
$42K ﹤0.01%
1,100
-87
936
$42K ﹤0.01%
1,671
+1,360
937
$42K ﹤0.01%
401
-99
938
$42K ﹤0.01%
6,697
+6,440
939
$42K ﹤0.01%
11,545
+10,840
940
$42K ﹤0.01%
670
-675
941
$42K ﹤0.01%
2,500
+2,400
942
$42K ﹤0.01%
+1,996
943
$42K ﹤0.01%
+662
944
$42K ﹤0.01%
747
-314
945
$42K ﹤0.01%
8,550
+6,981
946
$41K ﹤0.01%
+583
947
$41K ﹤0.01%
+900
948
$41K ﹤0.01%
1,791
-5,654
949
$41K ﹤0.01%
282
-59
950
$41K ﹤0.01%
15,593
+5,478
36 37
38
39 40