CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Fund
S&P 500
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 21.23%
2 Consumer Discretionary 11.9%
3 Financials 9.76%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$5K ﹤0.01%
+200
1152
$5K ﹤0.01%
+100
1153
$5K ﹤0.01%
11
-5
1154
$5K ﹤0.01%
200
-3,014
1155
$5K ﹤0.01%
329
1156
$5K ﹤0.01%
+100
1157
$5K ﹤0.01%
16
1158
$5K ﹤0.01%
+25
1159
$5K ﹤0.01%
631
-1,013
1160
$5K ﹤0.01%
+188
1161
$5K ﹤0.01%
4,426
-782
1162
$5K ﹤0.01%
1,011
-4,728
1163
$5K ﹤0.01%
+469
1164
$4K ﹤0.01%
42
-610
1165
$4K ﹤0.01%
1,800
1166
$4K ﹤0.01%
1,360
1167
$4K ﹤0.01%
+400
1168
$4K ﹤0.01%
5,897
1169
$4K ﹤0.01%
600
1170
$4K ﹤0.01%
310
1171
$4K ﹤0.01%
+691
1172
$4K ﹤0.01%
100
1173
$4K ﹤0.01%
+200
1174
$4K ﹤0.01%
+255
1175
$4K ﹤0.01%
+535
45 46
47
48 49