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
1301
$1K ﹤0.01%
132
-2,331
1302
$1K ﹤0.01%
+300
1303
$1K ﹤0.01%
21
-1,679
1304
$1K ﹤0.01%
42
-600
1305
$1K ﹤0.01%
+11
1306
$1K ﹤0.01%
260
1307
$1K ﹤0.01%
+100
1308
$1K ﹤0.01%
267
1309
$1K ﹤0.01%
500
1310
$1K ﹤0.01%
16
-50
1311
$1K ﹤0.01%
95
1312
$1K ﹤0.01%
100
1313
$1K ﹤0.01%
478
-1,039
1314
$1K ﹤0.01%
650
1315
$1K ﹤0.01%
+700
1316
$1K ﹤0.01%
600
1317
$1K ﹤0.01%
100
-1,797
1318
$1K ﹤0.01%
989
1319
$1K ﹤0.01%
400
-400
1320
$1K ﹤0.01%
+204
1321
$1K ﹤0.01%
+105
1322
$1K ﹤0.01%
229
-242
1323
$1K ﹤0.01%
450
-223
1324
$1K ﹤0.01%
678
-700
1325
$1K ﹤0.01%
193
51 52
53
54 55