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
1376
$10K ﹤0.01%
5,881
1377
$10K ﹤0.01%
1,000
1378
$10K ﹤0.01%
300
-1,575
1379
$10K ﹤0.01%
737
-13,300
1380
$10K ﹤0.01%
+2,748
1381
$10K ﹤0.01%
3,380
-478
1382
$9K ﹤0.01%
1,382
-2,040
1383
$9K ﹤0.01%
300
1384
$9K ﹤0.01%
4,752
-406
1385
$9K ﹤0.01%
1,000
-420
1386
$9K ﹤0.01%
200
-964
1387
$9K ﹤0.01%
+1,044
1388
$9K ﹤0.01%
7,850
-4,066
1389
$9K ﹤0.01%
2,391
+1,370
1390
$9K ﹤0.01%
282
+268
1391
$9K ﹤0.01%
+100
1392
$9K ﹤0.01%
+120
1393
$9K ﹤0.01%
465
-603
1394
$9K ﹤0.01%
8,441
+2,341
1395
$9K ﹤0.01%
193
-40
1396
$9K ﹤0.01%
+100
1397
$9K ﹤0.01%
+800
1398
$9K ﹤0.01%
234
1399
$9K ﹤0.01%
598
-13,765
1400
$9K ﹤0.01%
119
-181
54 55
56
57 58