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
1726
$20K ﹤0.01%
6,000
-23,217
1727
$20K ﹤0.01%
+1,097
1728
$20K ﹤0.01%
712
-365
1729
$20K ﹤0.01%
753
-306
1730
$20K ﹤0.01%
1,526
-11
1731
$20K ﹤0.01%
962
-4,924
1732
$20K ﹤0.01%
1,005
-1,382
1733
$20K ﹤0.01%
3,019
+702
1734
$20K ﹤0.01%
743
-10,757
1735
$20K ﹤0.01%
+200
1736
$20K ﹤0.01%
+1,394
1737
$20K ﹤0.01%
3,636
+798
1738
$20K ﹤0.01%
793
-11,880
1739
$20K ﹤0.01%
463
-13,665
1740
$19K ﹤0.01%
1,454
-5,580
1741
$19K ﹤0.01%
+1,231
1742
$19K ﹤0.01%
504
-7,144
1743
$19K ﹤0.01%
+320
1744
$19K ﹤0.01%
+127
1745
$19K ﹤0.01%
30
-390
1746
$19K ﹤0.01%
229
-1,132
1747
$19K ﹤0.01%
542
-6
1748
$19K ﹤0.01%
765
-235
1749
$19K ﹤0.01%
377
-47
1750
$19K ﹤0.01%
+1,451
68 69
70
71 72