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
1701
$11K ﹤0.01%
1,495
+195
1702
$11K ﹤0.01%
700
+100
1703
$11K ﹤0.01%
4,502
-5,548
1704
$11K ﹤0.01%
900
-5,568
1705
$11K ﹤0.01%
1,600
+1,349
1706
$10K ﹤0.01%
179
-1,831
1707
$10K ﹤0.01%
600
-2,300
1708
$10K ﹤0.01%
+412
1709
$10K ﹤0.01%
+4,100
1710
$10K ﹤0.01%
222
-18,988
1711
$10K ﹤0.01%
500
-100
1712
$10K ﹤0.01%
+100
1713
$10K ﹤0.01%
+100
1714
$10K ﹤0.01%
+400
1715
$10K ﹤0.01%
796
+531
1716
$10K ﹤0.01%
396
-3,268
1717
$10K ﹤0.01%
320
-1,580
1718
$10K ﹤0.01%
+132
1719
$10K ﹤0.01%
236
-289
1720
$10K ﹤0.01%
489
+189
1721
$10K ﹤0.01%
2,566
-5,234
1722
$10K ﹤0.01%
+105
1723
$10K ﹤0.01%
500
+100
1724
$10K ﹤0.01%
100
+90
1725
$10K ﹤0.01%
383
+82
67 68
69
70 71