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
1251
$16K ﹤0.01%
5,967
+5,056
1252
$16K ﹤0.01%
3,352
1253
$15K ﹤0.01%
1,675
+1,394
1254
$15K ﹤0.01%
2,500
-57
1255
$15K ﹤0.01%
2,700
1256
$15K ﹤0.01%
8,372
-803
1257
$15K ﹤0.01%
4,563
+1,282
1258
$15K ﹤0.01%
+700
1259
$15K ﹤0.01%
750
+275
1260
$15K ﹤0.01%
225
1261
$15K ﹤0.01%
+1,900
1262
$15K ﹤0.01%
8,732
-4,405
1263
$15K ﹤0.01%
6,337
-1,091
1264
$15K ﹤0.01%
876
-94
1265
$15K ﹤0.01%
6,885
+5,218
1266
$15K ﹤0.01%
+500
1267
$15K ﹤0.01%
+600
1268
$15K ﹤0.01%
100
1269
$15K ﹤0.01%
1,159
+535
1270
$15K ﹤0.01%
+200
1271
$15K ﹤0.01%
+100
1272
$15K ﹤0.01%
2,534
-3,170
1273
$15K ﹤0.01%
9,087
-30,370
1274
$15K ﹤0.01%
7,979
-895
1275
$15K ﹤0.01%
5,167
+5,165
49 50
51
52 53