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
1051
$31K ﹤0.01%
6,437
+3,003
1052
$31K ﹤0.01%
1,585
-910
1053
$31K ﹤0.01%
2,660
-2,303
1054
$31K ﹤0.01%
+2,425
1055
$31K ﹤0.01%
344
-509
1056
$31K ﹤0.01%
+1,600
1057
$30K ﹤0.01%
+1,194
1058
$30K ﹤0.01%
2,000
-300
1059
$30K ﹤0.01%
+3,295
1060
$30K ﹤0.01%
+2,813
1061
$30K ﹤0.01%
2,672
-3,175
1062
$30K ﹤0.01%
2,644
+2,550
1063
$30K ﹤0.01%
8,657
-4,450
1064
$30K ﹤0.01%
5,018
+803
1065
$30K ﹤0.01%
+300
1066
$30K ﹤0.01%
7,603
+2,385
1067
$30K ﹤0.01%
1,623
-483
1068
$29K ﹤0.01%
4,740
+3,599
1069
$29K ﹤0.01%
+400
1070
$29K ﹤0.01%
+1,200
1071
$29K ﹤0.01%
415
-5,280
1072
$29K ﹤0.01%
680
-1,023
1073
$29K ﹤0.01%
+500
1074
$29K ﹤0.01%
2,904
+2,713
1075
$29K ﹤0.01%
852
-3,461
41 42
43
44 45