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
1301
$13K ﹤0.01%
5,766
-27,703
1302
$13K ﹤0.01%
100
1303
$13K ﹤0.01%
+3,412
1304
$13K ﹤0.01%
3,250
+1,987
1305
$13K ﹤0.01%
801
-5,945
1306
$13K ﹤0.01%
+43
1307
$13K ﹤0.01%
+700
1308
$13K ﹤0.01%
567
+484
1309
$13K ﹤0.01%
500
-4,718
1310
$13K ﹤0.01%
+353
1311
$13K ﹤0.01%
400
+240
1312
$13K ﹤0.01%
989
+100
1313
$13K ﹤0.01%
300
-1,028
1314
$13K ﹤0.01%
500
-1,600
1315
$13K ﹤0.01%
118
1316
$13K ﹤0.01%
19,804
-3,000
1317
$12K ﹤0.01%
11
-4
1318
$12K ﹤0.01%
200
-78
1319
$12K ﹤0.01%
200
-8,272
1320
$12K ﹤0.01%
+125
1321
$12K ﹤0.01%
372
-228
1322
$12K ﹤0.01%
+98
1323
$12K ﹤0.01%
+290
1324
$12K ﹤0.01%
3,673
-3,138
1325
$12K ﹤0.01%
+600
51 52
53
54 55