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
1326
$12K ﹤0.01%
2,900
-436
1327
$12K ﹤0.01%
136
1328
$12K ﹤0.01%
+756
1329
$12K ﹤0.01%
1,572
+1,391
1330
$12K ﹤0.01%
535
-100
1331
$12K ﹤0.01%
+598
1332
$12K ﹤0.01%
+40
1333
$12K ﹤0.01%
168
-2,300
1334
$12K ﹤0.01%
603
-476
1335
$12K ﹤0.01%
+100
1336
$12K ﹤0.01%
400
+200
1337
$12K ﹤0.01%
2,318
+415
1338
$12K ﹤0.01%
992
-9,243
1339
$12K ﹤0.01%
2,716
+2,099
1340
$12K ﹤0.01%
2,079
-2,767
1341
$12K ﹤0.01%
748
-10,265
1342
$12K ﹤0.01%
6,904
+6,638
1343
$12K ﹤0.01%
112
1344
$12K ﹤0.01%
1,200
+1,000
1345
$11K ﹤0.01%
800
-7,908
1346
$11K ﹤0.01%
+1,325
1347
$11K ﹤0.01%
14,335
+12,535
1348
$11K ﹤0.01%
2,105
+1,530
1349
$11K ﹤0.01%
+732
1350
$11K ﹤0.01%
400
-3,100
52 53
54
55 56