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
1026
$33K ﹤0.01%
4,800
-54
1027
$33K ﹤0.01%
700
+100
1028
$33K ﹤0.01%
417
-673
1029
$33K ﹤0.01%
1,282
+1,156
1030
$33K ﹤0.01%
+1,500
1031
$33K ﹤0.01%
1,896
+1,047
1032
$32K ﹤0.01%
+676
1033
$32K ﹤0.01%
232
+51
1034
$32K ﹤0.01%
4,300
-2,128
1035
$32K ﹤0.01%
2,140
-9,137
1036
$32K ﹤0.01%
+136
1037
$32K ﹤0.01%
11,240
+441
1038
$32K ﹤0.01%
557
+32
1039
$32K ﹤0.01%
680
-2,980
1040
$32K ﹤0.01%
1,182
-1,758
1041
$32K ﹤0.01%
1,000
-1,000
1042
$32K ﹤0.01%
26,800
1043
$32K ﹤0.01%
+1,253
1044
$32K ﹤0.01%
1,500
+835
1045
$31K ﹤0.01%
400
-1,289
1046
$31K ﹤0.01%
1,415
+797
1047
$31K ﹤0.01%
2,322
-63,564
1048
$31K ﹤0.01%
13,600
+3,223
1049
$31K ﹤0.01%
+436
1050
$31K ﹤0.01%
2,632
+2,172
40 41
42
43 44