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
976
$41K ﹤0.01%
1,992
+1,024
977
$41K ﹤0.01%
+439
978
$41K ﹤0.01%
868
+400
979
$40K ﹤0.01%
547
-6,045
980
$40K ﹤0.01%
+2,069
981
$40K ﹤0.01%
+1,000
982
$40K ﹤0.01%
800
-8,575
983
$40K ﹤0.01%
500
-807
984
$40K ﹤0.01%
999
+500
985
$40K ﹤0.01%
679
+300
986
$40K ﹤0.01%
5,690
+525
987
$39K ﹤0.01%
400
-3,110
988
$39K ﹤0.01%
+3,895
989
$39K ﹤0.01%
565
+178
990
$39K ﹤0.01%
500
+261
991
$39K ﹤0.01%
+700
992
$39K ﹤0.01%
1,197
993
$39K ﹤0.01%
3,348
+3,100
994
$38K ﹤0.01%
2,771
+2,071
995
$38K ﹤0.01%
849
-649
996
$38K ﹤0.01%
1,000
-1,500
997
$38K ﹤0.01%
2,289
-2,602
998
$38K ﹤0.01%
2,066
+1,391
999
$38K ﹤0.01%
+2,089
1000
$38K ﹤0.01%
236
+233
38 39
40
41 42