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
1676
$11K ﹤0.01%
100
-500
1677
$11K ﹤0.01%
85
-47
1678
$11K ﹤0.01%
270
+150
1679
$11K ﹤0.01%
130
1680
$11K ﹤0.01%
+170
1681
$11K ﹤0.01%
+1,385
1682
$11K ﹤0.01%
+30
1683
$11K ﹤0.01%
11
+1
1684
$11K ﹤0.01%
1,720
+620
1685
$11K ﹤0.01%
70
-814
1686
$11K ﹤0.01%
570
-200
1687
$11K ﹤0.01%
290
-9,123
1688
$11K ﹤0.01%
400
+231
1689
$11K ﹤0.01%
+964
1690
$11K ﹤0.01%
155
1691
$11K ﹤0.01%
1,191
-53,808
1692
$11K ﹤0.01%
240
-1,130
1693
$11K ﹤0.01%
190
-17,303
1694
$11K ﹤0.01%
+200
1695
$11K ﹤0.01%
+100
1696
$11K ﹤0.01%
828
+308
1697
$11K ﹤0.01%
483
-4,582
1698
$11K ﹤0.01%
+300
1699
$11K ﹤0.01%
108
-197
1700
$11K ﹤0.01%
625
66 67
68
69 70