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
1551
$1K ﹤0.01%
140
1552
$1K ﹤0.01%
+77
1553
$1K ﹤0.01%
100
1554
$1K ﹤0.01%
52
1555
$1K ﹤0.01%
+200
1556
$1K ﹤0.01%
108
1557
$1K ﹤0.01%
1,000
1558
$1K ﹤0.01%
637
1559
$1K ﹤0.01%
+1,020
1560
$1K ﹤0.01%
+375
1561
$1K ﹤0.01%
600
-3,400
1562
– –
0
1563
$0 ﹤0.01%
12,467
1564
– –
-6,469
1565
– –
-3,723
1566
– –
-2,532
1567
$0 ﹤0.01%
74
-2,401
1568
– –
0
1569
– –
-2,231
1570
– –
-2,700
1571
$0 ﹤0.01%
+24
1572
– –
-18
1573
$0 ﹤0.01%
+30
1574
– –
-23,420
1575
– –
-2,000
61 62
63
64 65