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
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$33K ﹤0.01%
4,086
-8,425
1502
$33K ﹤0.01%
+27
1503
$33K ﹤0.01%
3,737
+1,642
1504
$32K ﹤0.01%
+11,560
1505
$32K ﹤0.01%
522
+200
1506
$32K ﹤0.01%
964
-1,110
1507
$32K ﹤0.01%
+502
1508
$32K ﹤0.01%
882
-403
1509
$32K ﹤0.01%
1,494
+832
1510
$32K ﹤0.01%
3,338
-12,893
1511
$32K ﹤0.01%
+1,671
1512
$32K ﹤0.01%
+700
1513
$32K ﹤0.01%
8,910
-6,800
1514
$32K ﹤0.01%
3,280
-6,218
1515
$32K ﹤0.01%
5,100
+5,000
1516
$32K ﹤0.01%
+900
1517
$31K ﹤0.01%
479
-474
1518
$31K ﹤0.01%
3,020
+800
1519
$31K ﹤0.01%
3,728
-2,120
1520
$31K ﹤0.01%
1,623
-492
1521
$31K ﹤0.01%
+1,147
1522
$31K ﹤0.01%
260
+104
1523
$31K ﹤0.01%
6,212
-4,016
1524
$31K ﹤0.01%
1,443
-4,279
1525
$31K ﹤0.01%
1,499
-3,490
59 60
61
62 63