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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$64K ﹤0.01%
+4,000
1152
$63K ﹤0.01%
9,314
-2,683
1153
$63K ﹤0.01%
686
-3,547
1154
$63K ﹤0.01%
4,214
+2,340
1155
$63K ﹤0.01%
+3,701
1156
$63K ﹤0.01%
5,228
+3,831
1157
$62K ﹤0.01%
5,113
+2,233
1158
$62K ﹤0.01%
+600
1159
$62K ﹤0.01%
1,800
+1,603
1160
$62K ﹤0.01%
+8,540
1161
$62K ﹤0.01%
8,314
+2,235
1162
$62K ﹤0.01%
+922
1163
$62K ﹤0.01%
5,812
+2,832
1164
$62K ﹤0.01%
1,850
+1,700
1165
$61K ﹤0.01%
762
+32
1166
$61K ﹤0.01%
1,000
-400
1167
$61K ﹤0.01%
+2,180
1168
$61K ﹤0.01%
400
+100
1169
$61K ﹤0.01%
124
-332
1170
$61K ﹤0.01%
29
+21
1171
$61K ﹤0.01%
7,624
-1,712
1172
$61K ﹤0.01%
+1,400
1173
$61K ﹤0.01%
+2,100
1174
$61K ﹤0.01%
1,429
+1,343
1175
$61K ﹤0.01%
1,618
-1,926
45 46
47
48 49