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
$1.35B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$20.8M
3
+$14.9M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$12.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.5M

Top Sells

1
+$29.3M
2
+$24.4M
3
+$17.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$13.3M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$11.2M

Sector Composition

1 Technology 18.47%
2 Consumer Discretionary 16.2%
3 Financials 13.7%
4 Communication Services 7.31%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$19K ﹤0.01%
798
-942
1552
$19K ﹤0.01%
+900
1553
$19K ﹤0.01%
150
-1,693
1554
$19K ﹤0.01%
300
+100
1555
$19K ﹤0.01%
596
-454
1556
$19K ﹤0.01%
1,000
-1,100
1557
$19K ﹤0.01%
+1,055
1558
$19K ﹤0.01%
2,150
-587
1559
$18K ﹤0.01%
320
+40
1560
$18K ﹤0.01%
2,803
-3,547
1561
$18K ﹤0.01%
3,300
-2,100
1562
$18K ﹤0.01%
285
-1,275
1563
$18K ﹤0.01%
+200
1564
$18K ﹤0.01%
765
1565
$18K ﹤0.01%
1,100
-1
1566
$18K ﹤0.01%
600
-4,796
1567
$18K ﹤0.01%
+1,196
1568
$18K ﹤0.01%
650
+600
1569
$18K ﹤0.01%
+1,100
1570
$18K ﹤0.01%
+798
1571
$18K ﹤0.01%
800
1572
$18K ﹤0.01%
+200
1573
$18K ﹤0.01%
2,684
-1,608
1574
$18K ﹤0.01%
1,540
-18,641
1575
$18K ﹤0.01%
317
+312
61 62
63
64 65