CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$12K ﹤0.01%
+300
1552
$12K ﹤0.01%
357
+200
1553
$12K ﹤0.01%
266
+49
1554
$12K ﹤0.01%
148
-200
1555
$12K ﹤0.01%
683
-100
1556
$12K ﹤0.01%
+1,188
1557
$12K ﹤0.01%
+116
1558
$12K ﹤0.01%
+202
1559
$12K ﹤0.01%
200
-1,362
1560
$12K ﹤0.01%
200
+100
1561
$12K ﹤0.01%
365
-1,000
1562
$12K ﹤0.01%
500
-24,685
1563
$12K ﹤0.01%
1
-1
1564
$12K ﹤0.01%
167
-4,212
1565
$12K ﹤0.01%
+600
1566
$12K ﹤0.01%
469
1567
$12K ﹤0.01%
102
1568
$12K ﹤0.01%
+1,000
1569
$12K ﹤0.01%
1,717
+103
1570
$12K ﹤0.01%
1,700
-29
1571
$12K ﹤0.01%
183
+84
1572
$11K ﹤0.01%
+184
1573
$11K ﹤0.01%
250
-2,263
1574
$11K ﹤0.01%
+800
1575
$11K ﹤0.01%
2,621
-5,437
61 62
63
64 65