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
1626
$4K ﹤0.01%
+392
1627
$4K ﹤0.01%
6
1628
$4K ﹤0.01%
40
1629
$4K ﹤0.01%
+200
1630
$4K ﹤0.01%
1
1631
$4K ﹤0.01%
73
-5
1632
$4K ﹤0.01%
+180
1633
$4K ﹤0.01%
449
+300
1634
$4K ﹤0.01%
+200
1635
$4K ﹤0.01%
+492
1636
$4K ﹤0.01%
60
-16,358
1637
$4K ﹤0.01%
100
1638
$3K ﹤0.01%
+700
1639
$3K ﹤0.01%
1,320
1640
$3K ﹤0.01%
220
-340
1641
$3K ﹤0.01%
300
-800
1642
$3K ﹤0.01%
+100
1643
$3K ﹤0.01%
55
1644
$3K ﹤0.01%
1,047
+976
1645
$3K ﹤0.01%
215
-1,600
1646
$3K ﹤0.01%
2,491
-339
1647
$3K ﹤0.01%
254
+169
1648
$3K ﹤0.01%
2,956
-7,322
1649
$3K ﹤0.01%
708
-6,425
1650
$3K ﹤0.01%
220
64 65
66
67 68