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
1251
$48K ﹤0.01%
5,175
-18,408
1252
$47K ﹤0.01%
7,582
+7,542
1253
$47K ﹤0.01%
145
-76
1254
$47K ﹤0.01%
256
-100
1255
$47K ﹤0.01%
3,000
-51,110
1256
$46K ﹤0.01%
2,549
-1,800
1257
$46K ﹤0.01%
+1,492
1258
$46K ﹤0.01%
429
-20,661
1259
$46K ﹤0.01%
+750
1260
$46K ﹤0.01%
10,779
-15,445
1261
$46K ﹤0.01%
862
+310
1262
$46K ﹤0.01%
2,100
+100
1263
$45K ﹤0.01%
520
-10
1264
$45K ﹤0.01%
+1,539
1265
$45K ﹤0.01%
2,394
-300
1266
$45K ﹤0.01%
2,900
+1,100
1267
$45K ﹤0.01%
+1,682
1268
$45K ﹤0.01%
400
+370
1269
$45K ﹤0.01%
723
-967
1270
$45K ﹤0.01%
6,700
+2,500
1271
$45K ﹤0.01%
7,363
-1,641
1272
$45K ﹤0.01%
4,618
-18,318
1273
$44K ﹤0.01%
630
-470
1274
$44K ﹤0.01%
+1,068
1275
$44K ﹤0.01%
3,518
+342
49 50
51
52 53