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
1276
$15K ﹤0.01%
1,492
-291
1277
$15K ﹤0.01%
101
-42
1278
$14K ﹤0.01%
1,360
-1,740
1279
$14K ﹤0.01%
100
-400
1280
$14K ﹤0.01%
1,500
-400
1281
$14K ﹤0.01%
967
+567
1282
$14K ﹤0.01%
175
-125
1283
$14K ﹤0.01%
491
-1,074
1284
$14K ﹤0.01%
447
-40
1285
$14K ﹤0.01%
1,248
-2,115
1286
$14K ﹤0.01%
7,026
-100
1287
$14K ﹤0.01%
10,705
+3,705
1288
$14K ﹤0.01%
2,893
-4,050
1289
$14K ﹤0.01%
1,706
+913
1290
$14K ﹤0.01%
50
+4
1291
$14K ﹤0.01%
1,560
-546
1292
$14K ﹤0.01%
829
-100
1293
$14K ﹤0.01%
+938
1294
$14K ﹤0.01%
+600
1295
$14K ﹤0.01%
78
-39
1296
$14K ﹤0.01%
7,400
1297
$14K ﹤0.01%
1,091
-43
1298
$14K ﹤0.01%
+1,018
1299
$14K ﹤0.01%
371
-110
1300
$13K ﹤0.01%
+203
50 51
52
53 54