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
1176
$21K ﹤0.01%
2,692
-608
1177
$21K ﹤0.01%
1,978
+566
1178
$21K ﹤0.01%
8,177
+3,369
1179
$21K ﹤0.01%
+3,367
1180
$21K ﹤0.01%
+28
1181
$21K ﹤0.01%
101
-999
1182
$21K ﹤0.01%
+200
1183
$21K ﹤0.01%
7,291
+487
1184
$21K ﹤0.01%
34,537
+3,237
1185
$20K ﹤0.01%
994
-120
1186
$20K ﹤0.01%
1,720
-2,364
1187
$20K ﹤0.01%
219
+74
1188
$20K ﹤0.01%
46
1189
$20K ﹤0.01%
+690
1190
$20K ﹤0.01%
2,100
1191
$20K ﹤0.01%
424
-267
1192
$20K ﹤0.01%
400
1193
$20K ﹤0.01%
+500
1194
$20K ﹤0.01%
207
+150
1195
$20K ﹤0.01%
+714
1196
$20K ﹤0.01%
1,494
+1,442
1197
$19K ﹤0.01%
900
+100
1198
$19K ﹤0.01%
+516
1199
$19K ﹤0.01%
2,149
-6,702
1200
$19K ﹤0.01%
3,075
-10,618
46 47
48
49 50