CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$92.2M
2
+$65M
3
+$13.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.4M

Top Sells

1
+$31.3M
2
+$9.34M
3
+$9.24M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$8.82M
5
XOM icon
Exxon Mobil
XOM
+$8.39M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 8.89%
3 Communication Services 6.61%
4 Healthcare 6.58%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$2K ﹤0.01%
7,115
-616
1777
$2K ﹤0.01%
769
-400
1778
$1K ﹤0.01%
500
1779
$1K ﹤0.01%
3
1780
$1K ﹤0.01%
3,400
+3,200
1781
$1K ﹤0.01%
200
+100
1782
$1K ﹤0.01%
+10
1783
$1K ﹤0.01%
+75
1784
$1K ﹤0.01%
+100
1785
$1K ﹤0.01%
+141
1786
$1K ﹤0.01%
384
+80
1787
$1K ﹤0.01%
+37
1788
$1K ﹤0.01%
166
+125
1789
$1K ﹤0.01%
368
1790
$1K ﹤0.01%
+139
1791
$1K ﹤0.01%
220
-2,202
1792
$1K ﹤0.01%
206
-12,869
1793
$1K ﹤0.01%
+100
1794
$1K ﹤0.01%
352
-200
1795
$1K ﹤0.01%
10
1796
$1K ﹤0.01%
24
1797
$1K ﹤0.01%
68
-1,984
1798
$1K ﹤0.01%
124
-3,002
1799
$1K ﹤0.01%
100
1800
$1K ﹤0.01%
353
70 71
72
73 74