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
1451
$7K ﹤0.01%
810
+500
1452
$7K ﹤0.01%
4,228
-4,169
1453
$7K ﹤0.01%
170
+80
1454
$7K ﹤0.01%
500
-931
1455
$7K ﹤0.01%
601
1456
$7K ﹤0.01%
377
-1,073
1457
$7K ﹤0.01%
2,533
-1,048
1458
$7K ﹤0.01%
200
+100
1459
$7K ﹤0.01%
+524
1460
$7K ﹤0.01%
1,584
+1,484
1461
$7K ﹤0.01%
1,500
1462
$7K ﹤0.01%
3,029
-827
1463
$7K ﹤0.01%
3,210
-3,184
1464
$7K ﹤0.01%
853
+639
1465
$7K ﹤0.01%
+27
1466
$7K ﹤0.01%
7,081
+5,263
1467
$7K ﹤0.01%
280
-4,920
1468
$7K ﹤0.01%
1,294
-4,852
1469
$7K ﹤0.01%
200
-212
1470
$7K ﹤0.01%
53
-22
1471
$7K ﹤0.01%
2,680
-120
1472
$7K ﹤0.01%
+1,800
1473
$7K ﹤0.01%
2,641
-4,863
1474
$7K ﹤0.01%
271
+200
1475
$7K ﹤0.01%
+700
57 58
59
60 61