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
1751
$9K ﹤0.01%
+1,500
1752
$9K ﹤0.01%
+1,121
1753
$9K ﹤0.01%
+400
1754
$9K ﹤0.01%
+2,596
1755
$8K ﹤0.01%
391
-3,709
1756
$8K ﹤0.01%
+109
1757
$8K ﹤0.01%
150
+100
1758
$8K ﹤0.01%
+500
1759
$8K ﹤0.01%
1,000
-2,105
1760
$8K ﹤0.01%
1,500
-6,698
1761
$8K ﹤0.01%
+164
1762
$8K ﹤0.01%
+660
1763
$8K ﹤0.01%
1,200
-7,500
1764
$8K ﹤0.01%
2,100
1765
$8K ﹤0.01%
400
1766
$8K ﹤0.01%
+1,298
1767
$8K ﹤0.01%
249
-50
1768
$8K ﹤0.01%
265
-2,250
1769
$8K ﹤0.01%
500
-8,000
1770
$8K ﹤0.01%
30
-340
1771
$8K ﹤0.01%
3
-68
1772
$8K ﹤0.01%
393
-607
1773
$8K ﹤0.01%
115
-1,047
1774
$8K ﹤0.01%
1,256
-724
1775
$8K ﹤0.01%
1,478
+828
69 70
71
72 73