CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$92.2M
2
+$65M
3
+$13.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M

Top Sells

1
+$31.3M
2
+$9.34M
3
+$9.24M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$8.82M
5
XOM icon
Exxon Mobil
XOM
+$8.39M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.58%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$24K ﹤0.01%
200
-3,103
1127
$24K ﹤0.01%
2,908
+2,045
1128
$24K ﹤0.01%
1,083
+475
1129
$24K ﹤0.01%
3,258
-20,582
1130
$24K ﹤0.01%
193
-397
1131
$24K ﹤0.01%
800
+120
1132
$24K ﹤0.01%
8,349
+3,443
1133
$24K ﹤0.01%
+2,301
1134
$24K ﹤0.01%
+419
1135
$24K ﹤0.01%
1,500
-11,213
1136
$24K ﹤0.01%
+300
1137
$24K ﹤0.01%
800
1138
$24K ﹤0.01%
6,649
+6,416
1139
$24K ﹤0.01%
625
1140
$24K ﹤0.01%
2,100
-10,491
1141
$24K ﹤0.01%
1,000
-336
1142
$23K ﹤0.01%
474
-2,426
1143
$23K ﹤0.01%
+2,907
1144
$23K ﹤0.01%
500
1145
$23K ﹤0.01%
3,119
+319
1146
$23K ﹤0.01%
+823
1147
$23K ﹤0.01%
+263
1148
$23K ﹤0.01%
+2,406
1149
$23K ﹤0.01%
449
-104
1150
$23K ﹤0.01%
15,764
-800
44 45
46
47 48