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
1776
$8K ﹤0.01%
153
+17
1777
$8K ﹤0.01%
350
+200
1778
$8K ﹤0.01%
+104
1779
$8K ﹤0.01%
1,912
-10,800
1780
$8K ﹤0.01%
+1,741
1781
$7K ﹤0.01%
+100
1782
$7K ﹤0.01%
+100
1783
$7K ﹤0.01%
+100
1784
$7K ﹤0.01%
317
-401
1785
$7K ﹤0.01%
600
+500
1786
$7K ﹤0.01%
347
-425
1787
$7K ﹤0.01%
250
+100
1788
$7K ﹤0.01%
632
-600
1789
$7K ﹤0.01%
30
-8
1790
$7K ﹤0.01%
1,200
+700
1791
$7K ﹤0.01%
+126
1792
$7K ﹤0.01%
+434
1793
$7K ﹤0.01%
31
1794
$7K ﹤0.01%
+1,572
1795
$7K ﹤0.01%
83
1796
$7K ﹤0.01%
+182
1797
$7K ﹤0.01%
+106
1798
$7K ﹤0.01%
1,009
-91
1799
$7K ﹤0.01%
57
1800
$7K ﹤0.01%
2
-12
70 71
72
73 74