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
1426
$8K ﹤0.01%
180
-213
1427
$8K ﹤0.01%
1,844
+100
1428
$8K ﹤0.01%
2,256
-2,593
1429
$8K ﹤0.01%
2,110
-19,386
1430
$8K ﹤0.01%
+1,116
1431
$8K ﹤0.01%
100
1432
$8K ﹤0.01%
2,682
+560
1433
$8K ﹤0.01%
84
-9,444
1434
$8K ﹤0.01%
181
+172
1435
$8K ﹤0.01%
920
-2,076
1436
$8K ﹤0.01%
1,500
-7,193
1437
$8K ﹤0.01%
100
-91,858
1438
$8K ﹤0.01%
1
1439
$8K ﹤0.01%
4,960
+641
1440
$8K ﹤0.01%
3,402
-291
1441
$8K ﹤0.01%
942
-116
1442
$7K ﹤0.01%
300
+200
1443
$7K ﹤0.01%
200
-100
1444
$7K ﹤0.01%
173
-153
1445
$7K ﹤0.01%
9
+7
1446
$7K ﹤0.01%
340
-160
1447
$7K ﹤0.01%
+110
1448
$7K ﹤0.01%
2,777
+2,756
1449
$7K ﹤0.01%
821
-1,673
1450
$7K ﹤0.01%
900
-200
56 57
58
59 60