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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$21.5M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1
+$30.5M
2
+$18.3M
3
+$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$17K ﹤0.01%
+272
1202
$17K ﹤0.01%
39
+34
1203
$17K ﹤0.01%
+80
1204
$17K ﹤0.01%
1,573
1205
$16K ﹤0.01%
714
-100
1206
$16K ﹤0.01%
70
-100
1207
$16K ﹤0.01%
3,729
+1,310
1208
$16K ﹤0.01%
+326
1209
$16K ﹤0.01%
679
-41
1210
$16K ﹤0.01%
100
1211
$16K ﹤0.01%
200
-769
1212
$16K ﹤0.01%
2,300
+200
1213
$16K ﹤0.01%
300
-9,127
1214
$16K ﹤0.01%
1,624
-656
1215
$16K ﹤0.01%
100
-100
1216
$16K ﹤0.01%
2,600
-15,850
1217
$15K ﹤0.01%
763
-53,000
1218
$15K ﹤0.01%
360
+200
1219
$15K ﹤0.01%
+2,673
1220
$15K ﹤0.01%
1,000
+200
1221
$15K ﹤0.01%
+200
1222
$15K ﹤0.01%
903
1223
$15K ﹤0.01%
700
-1,200
1224
$15K ﹤0.01%
752
+99
1225
$15K ﹤0.01%
90
-1,700
47 48
49
50 51