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
1226
$17K ﹤0.01%
+500
1227
$17K ﹤0.01%
2,800
1228
$17K ﹤0.01%
39,060
-3,098
1229
$17K ﹤0.01%
269
+169
1230
$17K ﹤0.01%
2,381
-17,559
1231
$17K ﹤0.01%
3,500
-408
1232
$17K ﹤0.01%
14,569
-9,454
1233
$17K ﹤0.01%
500
+350
1234
$17K ﹤0.01%
+670
1235
$16K ﹤0.01%
6,028
+98
1236
$16K ﹤0.01%
3,172
1237
$16K ﹤0.01%
+79
1238
$16K ﹤0.01%
+1,062
1239
$16K ﹤0.01%
1,114
-1,000
1240
$16K ﹤0.01%
1,200
1241
$16K ﹤0.01%
253
-309
1242
$16K ﹤0.01%
852
-1,084
1243
$16K ﹤0.01%
196
+100
1244
$16K ﹤0.01%
4,248
-5,139
1245
$16K ﹤0.01%
+200
1246
$16K ﹤0.01%
+220
1247
$16K ﹤0.01%
+4,725
1248
$16K ﹤0.01%
+100
1249
$16K ﹤0.01%
300
+65
1250
$16K ﹤0.01%
121
+17
48 49
50
51 52