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
1501
$2K ﹤0.01%
399
-4,200
1502
$2K ﹤0.01%
117
-4,100
1503
$2K ﹤0.01%
+236
1504
$2K ﹤0.01%
+100
1505
$2K ﹤0.01%
+100
1506
$2K ﹤0.01%
400
1507
$2K ﹤0.01%
100
-916
1508
$2K ﹤0.01%
244
-449
1509
$2K ﹤0.01%
100
+67
1510
$2K ﹤0.01%
23
1511
$2K ﹤0.01%
40
-80
1512
$2K ﹤0.01%
+127
1513
$2K ﹤0.01%
386
-114
1514
$2K ﹤0.01%
572
+400
1515
$2K ﹤0.01%
2,700
1516
$2K ﹤0.01%
94
-1,200
1517
$1K ﹤0.01%
100
-100
1518
$1K ﹤0.01%
100
1519
$1K ﹤0.01%
+7
1520
$1K ﹤0.01%
+146
1521
$1K ﹤0.01%
200
-200
1522
$1K ﹤0.01%
100
1523
$1K ﹤0.01%
+200
1524
$1K ﹤0.01%
21
-2,879
1525
$1K ﹤0.01%
31
-1,711
59 60
61
62 63