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
1751
$2K ﹤0.01%
80
-20
1752
$2K ﹤0.01%
1,135
-200
1753
$2K ﹤0.01%
100
1754
$2K ﹤0.01%
500
1755
$2K ﹤0.01%
676
-1,643
1756
$2K ﹤0.01%
37
-10
1757
$2K ﹤0.01%
467
-2,209
1758
$2K ﹤0.01%
100
-3,136
1759
$2K ﹤0.01%
941
-7,472
1760
$2K ﹤0.01%
+16
1761
$2K ﹤0.01%
1,461
+500
1762
$2K ﹤0.01%
71
+5
1763
– –
0
1764
$2K ﹤0.01%
178
-156
1765
$2K ﹤0.01%
26
-147
1766
$2K ﹤0.01%
49
-220
1767
$2K ﹤0.01%
+33
1768
$2K ﹤0.01%
60
1769
$2K ﹤0.01%
301
-6,968
1770
$2K ﹤0.01%
500
-374
1771
$2K ﹤0.01%
450
-5,615
1772
$2K ﹤0.01%
3,200
-1,030
1773
$2K ﹤0.01%
7,115
-616
1774
$2K ﹤0.01%
769
-400
1775
$2K ﹤0.01%
2,211
+200
69 70
71
72 73