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
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$22K ﹤0.01%
2,424
-2,746
1677
$22K ﹤0.01%
4,703
+3,306
1678
$22K ﹤0.01%
3,266
+2,415
1679
$22K ﹤0.01%
837
-435
1680
$22K ﹤0.01%
1,265
+629
1681
$22K ﹤0.01%
482
+228
1682
$22K ﹤0.01%
763
+667
1683
$22K ﹤0.01%
1,232
-5,620
1684
$22K ﹤0.01%
268
1685
$22K ﹤0.01%
13,281
+7,700
1686
$22K ﹤0.01%
76
-342
1687
$22K ﹤0.01%
+1,333
1688
$22K ﹤0.01%
1,931
+1,092
1689
$22K ﹤0.01%
+3,405
1690
$22K ﹤0.01%
4,746
-500
1691
$22K ﹤0.01%
629
+529
1692
$22K ﹤0.01%
1,741
-112
1693
$22K ﹤0.01%
1,500
-100
1694
$22K ﹤0.01%
598
-516
1695
$22K ﹤0.01%
1,321
+650
1696
$22K ﹤0.01%
40,928
-85,900
1697
$21K ﹤0.01%
266
-1,329
1698
$21K ﹤0.01%
116
1699
$21K ﹤0.01%
+203
1700
$21K ﹤0.01%
400
+300
66 67
68
69 70