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
$829M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,747
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$65M
3
+$13.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M

Top Sells

1
+$31.3M
2
+$9.34M
3
+$9.24M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$8.82M
5
XOM icon
Exxon Mobil
XOM
+$8.39M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.58%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$3K ﹤0.01%
202
1677
$3K ﹤0.01%
1,165
-25,114
1678
$3K ﹤0.01%
100
1679
$3K ﹤0.01%
344
1680
$3K ﹤0.01%
1,000
-200
1681
$3K ﹤0.01%
1,200
-200
1682
$3K ﹤0.01%
+50
1683
$3K ﹤0.01%
+100
1684
$3K ﹤0.01%
210
-60
1685
$3K ﹤0.01%
113
1686
$3K ﹤0.01%
200
-1,332
1687
$3K ﹤0.01%
815
-22,837
1688
$3K ﹤0.01%
1,500
-500
1689
$3K ﹤0.01%
+600
1690
$3K ﹤0.01%
9,949
-3,142
1691
$3K ﹤0.01%
+338
1692
$3K ﹤0.01%
+100
1693
$3K ﹤0.01%
100
-300
1694
$3K ﹤0.01%
108
-120
1695
$3K ﹤0.01%
+30
1696
$3K ﹤0.01%
601
1697
$3K ﹤0.01%
50
-1,000
1698
$3K ﹤0.01%
61
-1,039
1699
$3K ﹤0.01%
+100
1700
$3K ﹤0.01%
32
+6
66 67
68
69 70