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
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$9.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.46M
5
C icon
Citigroup
C
+$6.88M

Top Sells

1
+$6.53M
2
+$6.33M
3
+$4.79M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M

Sector Composition

1 Technology 21.6%
2 Consumer Discretionary 11.9%
3 Financials 9.39%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$8K ﹤0.01%
394
1077
$8K ﹤0.01%
+434
1078
$8K ﹤0.01%
+374
1079
$8K ﹤0.01%
900
+700
1080
$8K ﹤0.01%
1,400
1081
$8K ﹤0.01%
+400
1082
$7K ﹤0.01%
200
-400
1083
$7K ﹤0.01%
50
1084
$7K ﹤0.01%
2,400
1085
$7K ﹤0.01%
2,500
-1,450
1086
$7K ﹤0.01%
+300
1087
$7K ﹤0.01%
462
-400
1088
$7K ﹤0.01%
+100
1089
$7K ﹤0.01%
+300
1090
$7K ﹤0.01%
+279
1091
$7K ﹤0.01%
443
-6,400
1092
$7K ﹤0.01%
235
-2,123
1093
$7K ﹤0.01%
28
1094
$7K ﹤0.01%
+891
1095
$7K ﹤0.01%
470
+263
1096
$7K ﹤0.01%
898
-275
1097
$7K ﹤0.01%
+194
1098
$7K ﹤0.01%
+1,600
1099
$7K ﹤0.01%
2,054
-8,487
1100
$7K ﹤0.01%
+400
42 43
44
45 46