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
1126
$6K ﹤0.01%
300
+65
1127
$6K ﹤0.01%
620
-3,005
1128
$6K ﹤0.01%
38
-26,779
1129
$6K ﹤0.01%
154
-8,298
1130
$6K ﹤0.01%
500
-5,349
1131
$6K ﹤0.01%
3,038
1132
$6K ﹤0.01%
450
-430
1133
$6K ﹤0.01%
3,367
+3,358
1134
$6K ﹤0.01%
272
+187
1135
$5K ﹤0.01%
+36
1136
$5K ﹤0.01%
+736
1137
$5K ﹤0.01%
851
-1,901
1138
$5K ﹤0.01%
441
-2,782
1139
$5K ﹤0.01%
62
-389
1140
$5K ﹤0.01%
+94
1141
$5K ﹤0.01%
501
+31
1142
$5K ﹤0.01%
4,448
-615
1143
$5K ﹤0.01%
290
+10
1144
$5K ﹤0.01%
193
-782
1145
$5K ﹤0.01%
+469
1146
$5K ﹤0.01%
1,388
-2,343
1147
$5K ﹤0.01%
100
-100
1148
$5K ﹤0.01%
80
-900
1149
$5K ﹤0.01%
4,600
1150
$5K ﹤0.01%
+200
44 45
46
47 48