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
1226
$51K ﹤0.01%
+200
1227
$51K ﹤0.01%
3,519
-4,367
1228
$51K ﹤0.01%
3,165
+2,417
1229
$51K ﹤0.01%
1,591
-450
1230
$51K ﹤0.01%
1,377
+605
1231
$50K ﹤0.01%
678
-1,024
1232
$50K ﹤0.01%
+600
1233
$50K ﹤0.01%
+100
1234
$50K ﹤0.01%
354
-506
1235
$50K ﹤0.01%
5,200
+500
1236
$49K ﹤0.01%
1,904
-1,457
1237
$49K ﹤0.01%
6,490
+6,100
1238
$49K ﹤0.01%
1,900
+1,500
1239
$49K ﹤0.01%
1,300
-100
1240
$49K ﹤0.01%
+3,800
1241
$49K ﹤0.01%
489
+390
1242
$49K ﹤0.01%
6,863
+6,075
1243
$49K ﹤0.01%
2,535
-1,579
1244
$49K ﹤0.01%
161
+103
1245
$49K ﹤0.01%
980
+220
1246
$49K ﹤0.01%
5,022
-35,478
1247
$48K ﹤0.01%
948
-200
1248
$48K ﹤0.01%
1,215
1249
$48K ﹤0.01%
+15
1250
$48K ﹤0.01%
455
-5,768
48 49
50
51 52