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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$29K ﹤0.01%
1,360
+1,000
1427
$29K ﹤0.01%
+600
1428
$29K ﹤0.01%
+2,066
1429
$28K ﹤0.01%
+700
1430
$28K ﹤0.01%
1,837
-6,747
1431
$28K ﹤0.01%
+400
1432
$28K ﹤0.01%
+3,619
1433
$28K ﹤0.01%
+371
1434
$28K ﹤0.01%
+782
1435
$28K ﹤0.01%
2,300
-85,629
1436
$28K ﹤0.01%
+330
1437
$28K ﹤0.01%
400
-2,200
1438
$28K ﹤0.01%
2,060
+100
1439
$28K ﹤0.01%
1,200
-2,000
1440
$28K ﹤0.01%
+300
1441
$28K ﹤0.01%
2,556
-15,000
1442
$27K ﹤0.01%
+62
1443
$27K ﹤0.01%
100
-227
1444
$27K ﹤0.01%
2,000
+600
1445
$27K ﹤0.01%
2,653
+2,153
1446
$27K ﹤0.01%
1,100
+1,000
1447
$27K ﹤0.01%
+4,600
1448
$27K ﹤0.01%
802
-808
1449
$27K ﹤0.01%
+1,504
1450
$27K ﹤0.01%
+200
56 57
58
59 60