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
1476
$7K ﹤0.01%
5,981
-15,127
1477
$7K ﹤0.01%
1,490
1478
$6K ﹤0.01%
200
+100
1479
$6K ﹤0.01%
300
-600
1480
$6K ﹤0.01%
+161
1481
$6K ﹤0.01%
848
+400
1482
$6K ﹤0.01%
600
1483
$6K ﹤0.01%
+100
1484
$6K ﹤0.01%
+1,400
1485
$6K ﹤0.01%
73
-323
1486
$6K ﹤0.01%
393
-1,114
1487
$6K ﹤0.01%
100
-10,363
1488
$6K ﹤0.01%
+238
1489
$6K ﹤0.01%
487
+300
1490
$6K ﹤0.01%
1,522
-281
1491
$6K ﹤0.01%
831
+640
1492
$6K ﹤0.01%
6,069
-6,426
1493
$6K ﹤0.01%
218
+202
1494
– –
0
1495
$6K ﹤0.01%
+1,557
1496
$6K ﹤0.01%
+300
1497
$6K ﹤0.01%
97
1498
$6K ﹤0.01%
+557
1499
$6K ﹤0.01%
+369
1500
$6K ﹤0.01%
700
58 59
60
61 62