CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$18K ﹤0.01%
80
+71
1427
$18K ﹤0.01%
400
-1,721
1428
$18K ﹤0.01%
914
-2,394
1429
$18K ﹤0.01%
+200
1430
$18K ﹤0.01%
365
-1,217
1431
$18K ﹤0.01%
121
-279
1432
$18K ﹤0.01%
38
1433
$18K ﹤0.01%
+400
1434
$18K ﹤0.01%
1,006
-1,942
1435
$18K ﹤0.01%
839
-3,041
1436
$18K ﹤0.01%
+8,000
1437
$18K ﹤0.01%
3,565
-1,831
1438
$17K ﹤0.01%
342
-2,841
1439
$17K ﹤0.01%
300
-1,173
1440
$17K ﹤0.01%
222
-1,517
1441
$17K ﹤0.01%
400
-15,600
1442
$17K ﹤0.01%
36
-41
1443
$17K ﹤0.01%
1,000
-16,500
1444
$17K ﹤0.01%
289
+141
1445
$17K ﹤0.01%
600
-3,386
1446
$17K ﹤0.01%
3,061
+900
1447
$17K ﹤0.01%
+700
1448
$17K ﹤0.01%
950
-1,400
1449
$17K ﹤0.01%
1,989
+897
1450
$17K ﹤0.01%
+550
56 57
58
59 60