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
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$9.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.46M
5
C icon
Citigroup
C
+$6.88M

Top Sells

1
+$6.53M
2
+$6.33M
3
+$4.79M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M

Sector Composition

1 Technology 21.6%
2 Consumer Discretionary 11.9%
3 Financials 9.39%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
500
1252
$2K ﹤0.01%
700
+400
1253
$2K ﹤0.01%
887
-14,272
1254
$2K ﹤0.01%
201
-576
1255
$2K ﹤0.01%
130
-589
1256
$2K ﹤0.01%
100
-900
1257
$2K ﹤0.01%
136
-288
1258
$2K ﹤0.01%
+106
1259
$2K ﹤0.01%
+29
1260
$2K ﹤0.01%
367
1261
$2K ﹤0.01%
2,900
1262
$2K ﹤0.01%
+100
1263
$2K ﹤0.01%
105
-2,800
1264
$2K ﹤0.01%
1,400
-600
1265
$2K ﹤0.01%
136
1266
$2K ﹤0.01%
765
1267
$2K ﹤0.01%
+400
1268
$2K ﹤0.01%
+100
1269
$2K ﹤0.01%
14
-159
1270
$2K ﹤0.01%
+100
1271
$2K ﹤0.01%
75
+27
1272
$2K ﹤0.01%
1,120
1273
$2K ﹤0.01%
680
1274
$2K ﹤0.01%
+600
1275
$2K ﹤0.01%
+200
49 50
51
52 53