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
1201
$56K ﹤0.01%
6,898
+4,684
1202
$55K ﹤0.01%
+1,716
1203
$55K ﹤0.01%
1,422
+1,222
1204
$55K ﹤0.01%
4,310
-8,715
1205
$54K ﹤0.01%
7,523
+5,440
1206
$54K ﹤0.01%
+9,425
1207
$54K ﹤0.01%
2,166
+1,800
1208
$54K ﹤0.01%
1,959
-9,716
1209
$54K ﹤0.01%
588
-37
1210
$54K ﹤0.01%
3,180
-659
1211
$54K ﹤0.01%
24,435
-33,980
1212
$53K ﹤0.01%
+1,018
1213
$53K ﹤0.01%
4,007
+2,990
1214
$53K ﹤0.01%
513
-320
1215
$53K ﹤0.01%
400
-419
1216
$53K ﹤0.01%
12,360
+10,380
1217
$52K ﹤0.01%
4,085
-84
1218
$52K ﹤0.01%
1,100
+100
1219
$52K ﹤0.01%
1,339
+1,288
1220
$52K ﹤0.01%
5,244
+3,789
1221
$51K ﹤0.01%
2,022
-8,837
1222
$51K ﹤0.01%
655
+498
1223
$51K ﹤0.01%
+1,309
1224
$51K ﹤0.01%
3,600
+3,468
1225
$51K ﹤0.01%
54
+20
47 48
49
50 51