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
1651
$3K ﹤0.01%
100
-640
1652
$3K ﹤0.01%
+19
1653
$3K ﹤0.01%
100
1654
$3K ﹤0.01%
+407
1655
$3K ﹤0.01%
149
-10,019
1656
$3K ﹤0.01%
267
1657
$3K ﹤0.01%
1,000
-33
1658
$3K ﹤0.01%
699
+399
1659
$3K ﹤0.01%
129
-35
1660
$3K ﹤0.01%
+338
1661
$3K ﹤0.01%
912
+512
1662
$3K ﹤0.01%
121
+13
1663
$3K ﹤0.01%
+42
1664
$3K ﹤0.01%
+92
1665
$3K ﹤0.01%
202
1666
$3K ﹤0.01%
1,165
-25,114
1667
$3K ﹤0.01%
100
1668
$3K ﹤0.01%
344
1669
$3K ﹤0.01%
1,000
-200
1670
$3K ﹤0.01%
200
1671
$3K ﹤0.01%
50
-2,465
1672
$3K ﹤0.01%
+763
1673
$3K ﹤0.01%
1,800
1674
$3K ﹤0.01%
1,200
-200
1675
$3K ﹤0.01%
+50
65 66
67
68 69