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
1126
$24K ﹤0.01%
4,444
+4,400
1127
$24K ﹤0.01%
480
+240
1128
$24K ﹤0.01%
+1,300
1129
$24K ﹤0.01%
100
+96
1130
$24K ﹤0.01%
1,400
-1,700
1131
$24K ﹤0.01%
1,986
-14,500
1132
$24K ﹤0.01%
4,593
1133
$24K ﹤0.01%
667
1134
$23K ﹤0.01%
302
1135
$23K ﹤0.01%
152
-1,322
1136
$23K ﹤0.01%
14,626
+2,327
1137
$23K ﹤0.01%
1,000
+600
1138
$23K ﹤0.01%
600
+300
1139
$23K ﹤0.01%
+1,689
1140
$23K ﹤0.01%
+900
1141
$23K ﹤0.01%
700
-2,300
1142
$23K ﹤0.01%
+800
1143
$23K ﹤0.01%
660
-180
1144
$23K ﹤0.01%
3,626
-5,000
1145
$23K ﹤0.01%
660
1146
$23K ﹤0.01%
4,400
+1,837
1147
$22K ﹤0.01%
+8,100
1148
$22K ﹤0.01%
1,100
-200
1149
$22K ﹤0.01%
+374
1150
$22K ﹤0.01%
700
-12,911
44 45
46
47 48