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
76
$2.9M 0.2%
240,290
-46,628
77
$2.9M 0.2%
95,057
-39,489
78
$2.88M 0.2%
67,537
+17,309
79
$2.83M 0.2%
117,182
+51,401
80
$2.78M 0.19%
17,813
-2,809
81
$2.76M 0.19%
+39,232
82
$2.75M 0.19%
31,768
+424
83
$2.72M 0.19%
32,062
+31,197
84
$2.64M 0.18%
158,672
-17,280
85
$2.61M 0.18%
+18,272
86
$2.42M 0.17%
38,793
-6,694
87
$2.42M 0.17%
36,958
+24,163
88
$2.42M 0.17%
53,555
+38,372
89
$2.37M 0.16%
15,704
-15,255
90
$2.34M 0.16%
60,330
-20,580
91
$2.33M 0.16%
+9,901
92
$2.31M 0.16%
9,601
+9,284
93
$2.29M 0.16%
28,119
+3,959
94
$2.27M 0.16%
+52,127
95
$2.25M 0.16%
6,895
+3,524
96
$2.24M 0.16%
+17,246
97
$2.23M 0.15%
52,034
-96,317
98
$2.23M 0.15%
13,726
-2,705
99
$2.22M 0.15%
9,773
100
$2.22M 0.15%
18,801
-250
2 3
4
5 6