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
$2.09B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$39.3M
3
+$32.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$24.6M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$21.6M

Top Sells

1
+$112M
2
+$38.8M
3
+$34.8M
4
GLD icon
SPDR Gold Trust
GLD
+$32.4M
5
BIIB icon
Biogen
BIIB
+$22.8M

Sector Composition

1 Consumer Discretionary 28.97%
2 Technology 12.14%
3 Healthcare 6.41%
4 Communication Services 6.36%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$25K ﹤0.01%
2,240
-56,608
1552
$25K ﹤0.01%
3,851
+2,777
1553
$25K ﹤0.01%
+868
1554
$25K ﹤0.01%
1,700
-2,523
1555
$25K ﹤0.01%
920
+300
1556
$25K ﹤0.01%
+1,400
1557
$25K ﹤0.01%
+7,459
1558
$25K ﹤0.01%
7,277
-93,242
1559
$25K ﹤0.01%
650
-719
1560
$24K ﹤0.01%
2,071
+262
1561
$24K ﹤0.01%
+500
1562
$24K ﹤0.01%
+1,198
1563
$24K ﹤0.01%
254
-5
1564
$24K ﹤0.01%
+683
1565
$24K ﹤0.01%
2,060
-1,000
1566
$24K ﹤0.01%
200
1567
$24K ﹤0.01%
488
1568
$24K ﹤0.01%
2,170
+1,200
1569
$24K ﹤0.01%
1,300
-1,320
1570
$24K ﹤0.01%
1,040
-23,960
1571
$24K ﹤0.01%
+1,031
1572
$24K ﹤0.01%
5,500
+4,943
1573
$24K ﹤0.01%
353
+257
1574
$24K ﹤0.01%
3,268
-3,268
1575
$24K ﹤0.01%
+1,673
61 62
63
64 65