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
976
$39K ﹤0.01%
1,703
+1,571
977
$39K ﹤0.01%
5,304
+1,488
978
$38K ﹤0.01%
5,253
+246
979
$38K ﹤0.01%
2,238
-1,055
980
$38K ﹤0.01%
5,812
+363
981
$38K ﹤0.01%
+1,333
982
$38K ﹤0.01%
8,293
+3,329
983
$38K ﹤0.01%
2,116
+1,872
984
$38K ﹤0.01%
10,662
-18,893
985
$38K ﹤0.01%
+1,800
986
$38K ﹤0.01%
+1,129
987
$38K ﹤0.01%
+500
988
$37K ﹤0.01%
1,277
+477
989
$37K ﹤0.01%
+1,868
990
$37K ﹤0.01%
20,187
+18,761
991
$37K ﹤0.01%
15,317
-6,666
992
$37K ﹤0.01%
7,738
-32,002
993
$37K ﹤0.01%
2,300
+1,609
994
$37K ﹤0.01%
12
-68
995
$36K ﹤0.01%
1,470
+265
996
$36K ﹤0.01%
4,668
-855
997
$36K ﹤0.01%
11,441
+1,817
998
$36K ﹤0.01%
+1,200
999
$36K ﹤0.01%
2,400
+2,145
1000
$36K ﹤0.01%
1,794
+1,282
38 39
40
41 42