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
$829M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,747
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$58.5M
3
+$12.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.42M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$7.83M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.82M
5
XOM icon
Exxon Mobil
XOM
+$7.35M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.59%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$23K ﹤0.01%
+2,907
1152
$23K ﹤0.01%
+1,400
1153
$22K ﹤0.01%
1,933
-249
1154
$22K ﹤0.01%
1,578
+182
1155
$22K ﹤0.01%
+826
1156
$22K ﹤0.01%
362
+126
1157
$22K ﹤0.01%
3,821
1158
$22K ﹤0.01%
1,514
-5,980
1159
$22K ﹤0.01%
425
+394
1160
$22K ﹤0.01%
8,215
+7,894
1161
$22K ﹤0.01%
479
-346
1162
$22K ﹤0.01%
+175
1163
$22K ﹤0.01%
1,040
+782
1164
$22K ﹤0.01%
5,183
+4,372
1165
$22K ﹤0.01%
524
+424
1166
$22K ﹤0.01%
3,400
-100
1167
$22K ﹤0.01%
365
-3,524
1168
$22K ﹤0.01%
3
-1
1169
$22K ﹤0.01%
226
-1,668
1170
$22K ﹤0.01%
11,893
+4,414
1171
$22K ﹤0.01%
8,434
1172
$22K ﹤0.01%
5,682
-2,328
1173
$22K ﹤0.01%
2,135
-5,655
1174
$21K ﹤0.01%
1,354
-13,117
1175
$21K ﹤0.01%
866
-4,293
45 46
47
48 49