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
1451
$27K ﹤0.01%
+1,000
1452
$27K ﹤0.01%
286
-775
1453
$27K ﹤0.01%
1,770
+1,070
1454
$27K ﹤0.01%
+691
1455
$27K ﹤0.01%
1,608
-5,668
1456
$26K ﹤0.01%
+3,918
1457
$26K ﹤0.01%
242
1458
$26K ﹤0.01%
2,098
+621
1459
$26K ﹤0.01%
+508
1460
$26K ﹤0.01%
291
-100
1461
$26K ﹤0.01%
3,071
+950
1462
$26K ﹤0.01%
1,360
+800
1463
$26K ﹤0.01%
1,140
-4,900
1464
$26K ﹤0.01%
+448
1465
$26K ﹤0.01%
+1,462
1466
$25K ﹤0.01%
+500
1467
$25K ﹤0.01%
1,200
+1,000
1468
$25K ﹤0.01%
2,837
+337
1469
$25K ﹤0.01%
1,487
+1,234
1470
$25K ﹤0.01%
+2,500
1471
$25K ﹤0.01%
+538
1472
$25K ﹤0.01%
240
+100
1473
$25K ﹤0.01%
1,453
-1,347
1474
$25K ﹤0.01%
6
1475
$24K ﹤0.01%
5,400
57 58
59
60 61