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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$21.5M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1
+$30.5M
2
+$18.3M
3
+$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
150
-550
1477
$2K ﹤0.01%
20
1478
$2K ﹤0.01%
763
1479
$2K ﹤0.01%
77
-278
1480
$2K ﹤0.01%
91
1481
$2K ﹤0.01%
+25
1482
$2K ﹤0.01%
+1,300
1483
$2K ﹤0.01%
400
-6,500
1484
$2K ﹤0.01%
1,923
+400
1485
$2K ﹤0.01%
205
+195
1486
$2K ﹤0.01%
+50
1487
$2K ﹤0.01%
30
1488
$2K ﹤0.01%
+100
1489
$2K ﹤0.01%
101
-330
1490
$2K ﹤0.01%
17
+9
1491
$2K ﹤0.01%
1,250
-2,500
1492
$2K ﹤0.01%
100
1493
$2K ﹤0.01%
96
1494
$2K ﹤0.01%
200
1495
$2K ﹤0.01%
200
1496
$2K ﹤0.01%
570
-18,058
1497
$2K ﹤0.01%
195
1498
– –
0
1499
$2K ﹤0.01%
+100
1500
$2K ﹤0.01%
100
-100
58 59
60
61 62