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
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$9.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.46M
5
C icon
Citigroup
C
+$6.88M

Top Sells

1
+$6.53M
2
+$6.33M
3
+$4.79M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M

Sector Composition

1 Technology 21.6%
2 Consumer Discretionary 11.9%
3 Financials 9.39%
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%
472
1203
$3K ﹤0.01%
41
+7
1204
$3K ﹤0.01%
1,000
-700
1205
$3K ﹤0.01%
200
-200
1206
$3K ﹤0.01%
+938
1207
$3K ﹤0.01%
194
-3,161
1208
$3K ﹤0.01%
+201
1209
$3K ﹤0.01%
100
+68
1210
$3K ﹤0.01%
+200
1211
$3K ﹤0.01%
3,010
1212
$3K ﹤0.01%
1,738
+407
1213
$3K ﹤0.01%
+25
1214
$3K ﹤0.01%
+100
1215
$3K ﹤0.01%
1,400
-2,500
1216
$3K ﹤0.01%
+400
1217
$3K ﹤0.01%
+51
1218
$3K ﹤0.01%
+100
1219
$3K ﹤0.01%
118
1220
$3K ﹤0.01%
48
-182
1221
$3K ﹤0.01%
300
-700
1222
$3K ﹤0.01%
+924
1223
$3K ﹤0.01%
+600
1224
$3K ﹤0.01%
+300
1225
$3K ﹤0.01%
+100
47 48
49
50 51