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
1526
– –
0
1527
$6K ﹤0.01%
+152
1528
$6K ﹤0.01%
77
+37
1529
$6K ﹤0.01%
266
-900
1530
$6K ﹤0.01%
+30
1531
$6K ﹤0.01%
5,510
-606
1532
$6K ﹤0.01%
8
-3
1533
$6K ﹤0.01%
+4,286
1534
$6K ﹤0.01%
53
+28
1535
$6K ﹤0.01%
602
+340
1536
$6K ﹤0.01%
700
1537
$5K ﹤0.01%
114
-20,084
1538
$5K ﹤0.01%
200
-198
1539
$5K ﹤0.01%
2,229
-4,394
1540
$5K ﹤0.01%
2,276
+1,776
1541
$5K ﹤0.01%
2,403
+2,225
1542
$5K ﹤0.01%
1,702
-3,299
1543
$5K ﹤0.01%
1,577
-20,381
1544
$5K ﹤0.01%
182
+120
1545
$5K ﹤0.01%
+200
1546
$5K ﹤0.01%
310
1547
$5K ﹤0.01%
293
+26
1548
$5K ﹤0.01%
+75
1549
$5K ﹤0.01%
699
+99
1550
$5K ﹤0.01%
+393
60 61
62
63 64