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
1201
$19K ﹤0.01%
500
+400
1202
$19K ﹤0.01%
1,348
-895
1203
$19K ﹤0.01%
560
-2,162
1204
$19K ﹤0.01%
1,609
+300
1205
$19K ﹤0.01%
129
+23
1206
$19K ﹤0.01%
302
-1,300
1207
$19K ﹤0.01%
+188
1208
$18K ﹤0.01%
1,466
+861
1209
$18K ﹤0.01%
1,837
+134
1210
$18K ﹤0.01%
+500
1211
$18K ﹤0.01%
2,151
-2,082
1212
$18K ﹤0.01%
8,290
-1,606
1213
$18K ﹤0.01%
8,138
+7,671
1214
$18K ﹤0.01%
+1,000
1215
$18K ﹤0.01%
1,258
-24
1216
$18K ﹤0.01%
200
-100
1217
$18K ﹤0.01%
1,400
+1,300
1218
$18K ﹤0.01%
+498
1219
$17K ﹤0.01%
601
+200
1220
$17K ﹤0.01%
390
1221
$17K ﹤0.01%
+482
1222
$17K ﹤0.01%
3,076
-14,582
1223
$17K ﹤0.01%
3,559
+2,652
1224
$17K ﹤0.01%
1,496
+1,200
1225
$17K ﹤0.01%
5,012
+4,820
47 48
49
50 51