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
$423M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.13M
3
+$3.87M
4
ALB icon
Albemarle
ALB
+$3.61M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.12M

Top Sells

1
+$30M
2
+$18.1M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10M

Sector Composition

1 Technology 24.41%
2 Consumer Discretionary 11.95%
3 Financials 8.37%
4 Communication Services 5.84%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
+100
1227
$2K ﹤0.01%
267
1228
$2K ﹤0.01%
100
-3,200
1229
$2K ﹤0.01%
1,013
-12,101
1230
$2K ﹤0.01%
33
-1,242
1231
$2K ﹤0.01%
90
1232
$2K ﹤0.01%
+100
1233
$2K ﹤0.01%
+71
1234
$2K ﹤0.01%
989
+600
1235
$2K ﹤0.01%
136
1236
$2K ﹤0.01%
800
1237
$2K ﹤0.01%
910
-614
1238
$2K ﹤0.01%
223
+205
1239
$2K ﹤0.01%
+673
1240
$2K ﹤0.01%
+865
1241
$2K ﹤0.01%
1,269
-3,211
1242
$2K ﹤0.01%
1,000
1243
$2K ﹤0.01%
209
-1,846
1244
$2K ﹤0.01%
+300
1245
$2K ﹤0.01%
48
-2,988
1246
$2K ﹤0.01%
35
+16
1247
$2K ﹤0.01%
+113
1248
$2K ﹤0.01%
1,248
-60
1249
$2K ﹤0.01%
+40
1250
$2K ﹤0.01%
+1,045
48 49
50
51 52