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
1601
$16K ﹤0.01%
2,200
-70
1602
$16K ﹤0.01%
+165
1603
$16K ﹤0.01%
78
-3,130
1604
$16K ﹤0.01%
300
-2,239
1605
$16K ﹤0.01%
+893
1606
$16K ﹤0.01%
670
-289
1607
$16K ﹤0.01%
551
-975
1608
$16K ﹤0.01%
+300
1609
$15K ﹤0.01%
12,600
-500
1610
$15K ﹤0.01%
901
-1,702
1611
$15K ﹤0.01%
5,200
1612
$15K ﹤0.01%
409
-1,240
1613
$15K ﹤0.01%
613
-39,388
1614
$15K ﹤0.01%
702
+595
1615
$15K ﹤0.01%
+130
1616
$15K ﹤0.01%
+254
1617
$15K ﹤0.01%
+2,300
1618
$15K ﹤0.01%
+300
1619
$15K ﹤0.01%
270
-200
1620
$15K ﹤0.01%
+825
1621
$15K ﹤0.01%
+6,010
1622
$15K ﹤0.01%
237
-2,200
1623
$15K ﹤0.01%
2,021
-2,710
1624
$15K ﹤0.01%
483
-1,012
1625
$15K ﹤0.01%
+4,200
63 64
65
66 67