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
1626
$15K ﹤0.01%
139
-100
1627
$15K ﹤0.01%
844
+700
1628
$15K ﹤0.01%
500
1629
$15K ﹤0.01%
435
-1,243
1630
$14K ﹤0.01%
+391
1631
$14K ﹤0.01%
1,518
+17
1632
$14K ﹤0.01%
700
1633
$14K ﹤0.01%
400
-840
1634
$14K ﹤0.01%
+666
1635
$14K ﹤0.01%
415
+17
1636
$14K ﹤0.01%
+634
1637
$14K ﹤0.01%
300
-200
1638
$14K ﹤0.01%
+100
1639
$14K ﹤0.01%
+100
1640
$14K ﹤0.01%
561
-195
1641
$14K ﹤0.01%
785
-5,179
1642
$13K ﹤0.01%
+508
1643
$13K ﹤0.01%
1,281
1644
$13K ﹤0.01%
+485
1645
$13K ﹤0.01%
150
1646
$13K ﹤0.01%
140
-860
1647
$13K ﹤0.01%
+300
1648
$13K ﹤0.01%
1,400
1649
$13K ﹤0.01%
1,300
+1,200
1650
$13K ﹤0.01%
+6,900
64 65
66
67 68