CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$14.8M
2
+$13.5M
3
+$9.82M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.75M
5
C icon
Citigroup
C
+$7.35M

Top Sells

1
+$6.44M
2
+$6.21M
3
+$5.03M
4
JPM icon
JPMorgan Chase
JPM
+$4.95M
5
GLD icon
SPDR Gold Trust
GLD
+$4.58M

Sector Composition

1 Technology 21.24%
2 Consumer Discretionary 11.9%
3 Financials 9.75%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$3K ﹤0.01%
+100
1202
$3K ﹤0.01%
+200
1203
$3K ﹤0.01%
3,010
1204
$3K ﹤0.01%
1,738
+407
1205
$3K ﹤0.01%
+25
1206
$3K ﹤0.01%
+100
1207
$3K ﹤0.01%
1,400
-2,500
1208
$3K ﹤0.01%
+400
1209
$3K ﹤0.01%
+51
1210
$3K ﹤0.01%
+100
1211
$3K ﹤0.01%
118
1212
$3K ﹤0.01%
48
-182
1213
$3K ﹤0.01%
3,100
1214
$3K ﹤0.01%
100
-600
1215
$3K ﹤0.01%
15
-15
1216
$3K ﹤0.01%
130
1217
$3K ﹤0.01%
472
1218
$3K ﹤0.01%
41
+7
1219
$3K ﹤0.01%
1,000
-700
1220
$3K ﹤0.01%
200
-200
1221
$3K ﹤0.01%
+938
1222
$3K ﹤0.01%
194
-3,161
1223
$3K ﹤0.01%
+201
1224
$3K ﹤0.01%
100
+68
1225
$3K ﹤0.01%
300
-700
47 48
49
50 51