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
1551
$5K ﹤0.01%
219
+15
1552
$5K ﹤0.01%
3,704
-5,245
1553
$5K ﹤0.01%
4,779
-3,441
1554
$5K ﹤0.01%
400
-100
1555
$5K ﹤0.01%
+62
1556
$5K ﹤0.01%
700
-658
1557
$5K ﹤0.01%
765
1558
$5K ﹤0.01%
1,266
-6,767
1559
$5K ﹤0.01%
34
+31
1560
$5K ﹤0.01%
220
-380
1561
$5K ﹤0.01%
297
-900
1562
$5K ﹤0.01%
80
1563
$5K ﹤0.01%
213
-290
1564
$5K ﹤0.01%
57
-450
1565
$5K ﹤0.01%
+60
1566
$5K ﹤0.01%
100
1567
$5K ﹤0.01%
+15
1568
$5K ﹤0.01%
300
-3,144
1569
$5K ﹤0.01%
+572
1570
$5K ﹤0.01%
270
-721
1571
$5K ﹤0.01%
56
1572
$5K ﹤0.01%
17
-28
1573
$5K ﹤0.01%
+236
1574
$5K ﹤0.01%
2,846
-12,334
1575
$5K ﹤0.01%
610
+5
61 62
63
64 65