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
1101
$27K ﹤0.01%
700
1102
$27K ﹤0.01%
1,061
+500
1103
$27K ﹤0.01%
+560
1104
$27K ﹤0.01%
400
+100
1105
$27K ﹤0.01%
+2,700
1106
$26K ﹤0.01%
+200
1107
$26K ﹤0.01%
+4,851
1108
$26K ﹤0.01%
400
1109
$25K ﹤0.01%
1,700
-100
1110
$25K ﹤0.01%
+75
1111
$25K ﹤0.01%
200
+100
1112
$25K ﹤0.01%
+6,948
1113
$25K ﹤0.01%
466
-114
1114
$25K ﹤0.01%
+500
1115
$25K ﹤0.01%
+1,200
1116
$25K ﹤0.01%
1,300
-213
1117
$25K ﹤0.01%
+1,000
1118
$25K ﹤0.01%
2,397
-14,965
1119
$25K ﹤0.01%
351
+300
1120
$25K ﹤0.01%
600
+500
1121
$25K ﹤0.01%
26,852
+1,800
1122
$24K ﹤0.01%
1,037
+336
1123
$24K ﹤0.01%
312
-1,092
1124
$24K ﹤0.01%
870
-2,106
1125
$24K ﹤0.01%
2,334
43 44
45
46 47