CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$10K ﹤0.01%
900
+852
1627
$10K ﹤0.01%
476
-1,624
1628
$10K ﹤0.01%
1,840
+1,203
1629
$10K ﹤0.01%
893
-8,870
1630
$10K ﹤0.01%
+200
1631
$10K ﹤0.01%
79
-27
1632
$9K ﹤0.01%
+100
1633
$9K ﹤0.01%
80
-10,415
1634
$9K ﹤0.01%
169
-603
1635
$9K ﹤0.01%
+197
1636
$9K ﹤0.01%
+200
1637
$9K ﹤0.01%
1,111
-1,012
1638
$9K ﹤0.01%
1,801
-399
1639
$9K ﹤0.01%
44
-173
1640
$9K ﹤0.01%
33
-78
1641
$9K ﹤0.01%
+329
1642
$9K ﹤0.01%
1,000
-394
1643
$9K ﹤0.01%
+266
1644
$9K ﹤0.01%
+333
1645
$9K ﹤0.01%
400
1646
$9K ﹤0.01%
474
+300
1647
$9K ﹤0.01%
723
-10,900
1648
$9K ﹤0.01%
5,400
-1,864
1649
$9K ﹤0.01%
474
-4,857
1650
$9K ﹤0.01%
1,196
-5,463
64 65
66
67 68