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
1651
$13K ﹤0.01%
1,130
+1,098
1652
$13K ﹤0.01%
322
+271
1653
$13K ﹤0.01%
156
-444
1654
$13K ﹤0.01%
145
-626
1655
$13K ﹤0.01%
366
-156
1656
$13K ﹤0.01%
100
-100
1657
$13K ﹤0.01%
625
-800
1658
$12K ﹤0.01%
360
+75
1659
$12K ﹤0.01%
+525
1660
$12K ﹤0.01%
100
1661
$12K ﹤0.01%
+376
1662
$12K ﹤0.01%
+293
1663
$12K ﹤0.01%
1,100
-300
1664
$12K ﹤0.01%
+1,500
1665
$12K ﹤0.01%
+2,946
1666
$12K ﹤0.01%
+400
1667
$12K ﹤0.01%
+440
1668
$12K ﹤0.01%
902
-4,818
1669
$12K ﹤0.01%
500
+354
1670
$12K ﹤0.01%
33
+11
1671
$12K ﹤0.01%
414
+269
1672
$12K ﹤0.01%
+500
1673
$12K ﹤0.01%
388
-11,867
1674
$12K ﹤0.01%
3,858
-1,542
1675
$11K ﹤0.01%
200
+90
65 66
67
68 69