CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$9K ﹤0.01%
369
-43,212
1677
$9K ﹤0.01%
1,000
1678
$8K ﹤0.01%
1,335
-2,462
1679
$8K ﹤0.01%
+67
1680
$8K ﹤0.01%
+828
1681
– –
0
1682
$8K ﹤0.01%
112
-2,949
1683
$8K ﹤0.01%
200
+100
1684
$8K ﹤0.01%
231
1685
$8K ﹤0.01%
1,000
1686
$8K ﹤0.01%
822
-796
1687
$8K ﹤0.01%
607
-436
1688
$8K ﹤0.01%
255
-500
1689
$8K ﹤0.01%
+1,500
1690
$8K ﹤0.01%
311
-1,200
1691
$8K ﹤0.01%
+830
1692
$8K ﹤0.01%
+250
1693
$8K ﹤0.01%
+553
1694
$8K ﹤0.01%
+134
1695
$8K ﹤0.01%
200
-5,162
1696
$8K ﹤0.01%
+2,659
1697
$8K ﹤0.01%
549
+140
1698
$8K ﹤0.01%
+100
1699
$8K ﹤0.01%
1,300
-2,100
1700
$8K ﹤0.01%
+392
66 67
68
69 70