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
1351
$11K ﹤0.01%
+3,421
1352
$11K ﹤0.01%
1,894
1353
$11K ﹤0.01%
329
-2,500
1354
$11K ﹤0.01%
300
+100
1355
$11K ﹤0.01%
+1,605
1356
$11K ﹤0.01%
2,700
1357
$11K ﹤0.01%
1,713
+1,213
1358
$11K ﹤0.01%
1,900
+1,858
1359
$11K ﹤0.01%
500
+300
1360
$11K ﹤0.01%
1,000
-1,420
1361
$11K ﹤0.01%
500
-1,000
1362
$11K ﹤0.01%
130
+20
1363
$11K ﹤0.01%
+572
1364
$11K ﹤0.01%
+725
1365
$11K ﹤0.01%
700
-619
1366
$11K ﹤0.01%
1,680
+1,119
1367
$11K ﹤0.01%
+100
1368
$10K ﹤0.01%
5,000
1369
$10K ﹤0.01%
1,014
+20
1370
$10K ﹤0.01%
+929
1371
$10K ﹤0.01%
+1,576
1372
$10K ﹤0.01%
100
1373
$10K ﹤0.01%
2,040
+631
1374
$10K ﹤0.01%
200
-591
1375
$10K ﹤0.01%
+304
53 54
55
56 57