CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$9.82M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.75M
5
C icon
Citigroup
C
+$7.35M

Top Sells

1
+$6.44M
2
+$6.21M
3
+$5.03M
4
JPM icon
JPMorgan Chase
JPM
+$4.95M
5
GLD icon
SPDR Gold Trust
GLD
+$4.58M

Sector Composition

1 Technology 21.24%
2 Consumer Discretionary 11.9%
3 Financials 9.75%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$15K ﹤0.01%
+1,020
952
$15K ﹤0.01%
4,800
953
$15K ﹤0.01%
654
-3,353
954
$15K ﹤0.01%
3,142
+1,550
955
$15K ﹤0.01%
+500
956
$15K ﹤0.01%
5,700
957
$15K ﹤0.01%
229
+11
958
$15K ﹤0.01%
9,190
+8,798
959
$15K ﹤0.01%
+1,700
960
$15K ﹤0.01%
1,684
-86
961
$15K ﹤0.01%
+400
962
$15K ﹤0.01%
452
+197
963
$15K ﹤0.01%
100
-1,390
964
$15K ﹤0.01%
+3,178
965
$14K ﹤0.01%
173
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966
$14K ﹤0.01%
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967
$14K ﹤0.01%
808
-10,534
968
$14K ﹤0.01%
400
-19,682
969
$14K ﹤0.01%
+800
970
$14K ﹤0.01%
85
971
$14K ﹤0.01%
715
-223
972
$14K ﹤0.01%
1,200
-800
973
$14K ﹤0.01%
29
974
$14K ﹤0.01%
311
-4
975
$14K ﹤0.01%
25
+10
37 38
39
40 41