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
1576
$5K ﹤0.01%
3,200
+1,300
1577
$5K ﹤0.01%
3,000
1578
$5K ﹤0.01%
531
-20,697
1579
$4K ﹤0.01%
+2,000
1580
$4K ﹤0.01%
+79
1581
$4K ﹤0.01%
+200
1582
$4K ﹤0.01%
+140
1583
$4K ﹤0.01%
130
-3,172
1584
$4K ﹤0.01%
100
-596
1585
$4K ﹤0.01%
1,317
+1,017
1586
$4K ﹤0.01%
+200
1587
$4K ﹤0.01%
+80
1588
$4K ﹤0.01%
175
-18,699
1589
$4K ﹤0.01%
514
1590
$4K ﹤0.01%
232
+36
1591
$4K ﹤0.01%
203
-1,032
1592
$4K ﹤0.01%
175
1593
$4K ﹤0.01%
+100
1594
$4K ﹤0.01%
500
-3,838
1595
$4K ﹤0.01%
+100
1596
$4K ﹤0.01%
200
-100
1597
$4K ﹤0.01%
370
+130
1598
$4K ﹤0.01%
200
1599
$4K ﹤0.01%
359
-51
1600
$4K ﹤0.01%
+100
62 63
64
65 66