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

Top Buys

1
+$81.7M
2
+$58.5M
3
+$12.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.42M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$7.83M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.82M
5
XOM icon
Exxon Mobil
XOM
+$7.35M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.59%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$2K ﹤0.01%
222
1727
$2K ﹤0.01%
1,183
+1,014
1728
$2K ﹤0.01%
+110
1729
$2K ﹤0.01%
125
+75
1730
$2K ﹤0.01%
660
1731
$2K ﹤0.01%
764
+750
1732
$2K ﹤0.01%
+195
1733
$2K ﹤0.01%
115
+56
1734
$2K ﹤0.01%
28
-53
1735
$2K ﹤0.01%
7
1736
$2K ﹤0.01%
50
-200
1737
$2K ﹤0.01%
500
-1,100
1738
$2K ﹤0.01%
900
+709
1739
$2K ﹤0.01%
382
+34
1740
– –
0
1741
$2K ﹤0.01%
322
1742
$2K ﹤0.01%
71
1743
$2K ﹤0.01%
67
1744
$2K ﹤0.01%
580
+400
1745
$2K ﹤0.01%
1,428
-1,200
1746
$2K ﹤0.01%
100
-428
1747
$2K ﹤0.01%
109
-163
1748
$2K ﹤0.01%
57
1749
$2K ﹤0.01%
500
-17,500
1750
$2K ﹤0.01%
+17
68 69
70
71 72