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
1326
$1K ﹤0.01%
+65
1327
$1K ﹤0.01%
100
-1,635
1328
$1K ﹤0.01%
447
-418
1329
$1K ﹤0.01%
219
-199
1330
$1K ﹤0.01%
288
-309
1331
$1K ﹤0.01%
+100
1332
$1K ﹤0.01%
+1,688
1333
$1K ﹤0.01%
785
-1,784
1334
$1K ﹤0.01%
+96
1335
$1K ﹤0.01%
+300
1336
$1K ﹤0.01%
120
1337
$1K ﹤0.01%
872
-4,011
1338
$1K ﹤0.01%
57
1339
$1K ﹤0.01%
87
-586
1340
$1K ﹤0.01%
125
+7
1341
$1K ﹤0.01%
+100
1342
$1K ﹤0.01%
+496
1343
$1K ﹤0.01%
+100
1344
$1K ﹤0.01%
+10
1345
$1K ﹤0.01%
+23
1346
$1K ﹤0.01%
1,248
1347
$1K ﹤0.01%
+49
1348
$1K ﹤0.01%
180
1349
$1K ﹤0.01%
+94
1350
$1K ﹤0.01%
244
52 53
54
55 56