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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$21.5M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1
+$30.5M
2
+$18.3M
3
+$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$10K ﹤0.01%
694
-8,019
1302
$10K ﹤0.01%
9
-7
1303
$10K ﹤0.01%
+600
1304
$9K ﹤0.01%
457
+227
1305
$9K ﹤0.01%
+300
1306
$9K ﹤0.01%
100
-275
1307
$9K ﹤0.01%
359
-100
1308
$9K ﹤0.01%
+100
1309
$9K ﹤0.01%
+200
1310
$9K ﹤0.01%
344
-100
1311
$9K ﹤0.01%
2,415
-2,385
1312
$9K ﹤0.01%
537
+100
1313
$9K ﹤0.01%
725
1314
$8K ﹤0.01%
+400
1315
$8K ﹤0.01%
169
1316
$8K ﹤0.01%
200
-100
1317
$8K ﹤0.01%
100
-500
1318
$8K ﹤0.01%
100
-2,077
1319
$8K ﹤0.01%
179
-438
1320
$8K ﹤0.01%
293
-1,600
1321
$8K ﹤0.01%
2,520
-7,434
1322
$8K ﹤0.01%
2,300
-600
1323
$8K ﹤0.01%
+339
1324
$8K ﹤0.01%
+300
1325
$8K ﹤0.01%
140
-240
51 52
53
54 55