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
1776
$2K ﹤0.01%
100
1777
$2K ﹤0.01%
+58,874
1778
$1K ﹤0.01%
384
+80
1779
$1K ﹤0.01%
+37
1780
$1K ﹤0.01%
166
+125
1781
$1K ﹤0.01%
368
1782
$1K ﹤0.01%
500
1783
$1K ﹤0.01%
3
1784
$1K ﹤0.01%
3,400
+3,200
1785
$1K ﹤0.01%
200
+100
1786
$1K ﹤0.01%
+10
1787
$1K ﹤0.01%
+100
1788
$1K ﹤0.01%
352
-200
1789
$1K ﹤0.01%
10
1790
$1K ﹤0.01%
24
1791
$1K ﹤0.01%
68
-1,984
1792
$1K ﹤0.01%
124
-3,002
1793
$1K ﹤0.01%
100
1794
$1K ﹤0.01%
353
1795
$1K ﹤0.01%
152
-15,650
1796
$1K ﹤0.01%
1,200
1797
$1K ﹤0.01%
110
-1,475
1798
$1K ﹤0.01%
133
+105
1799
$1K ﹤0.01%
200
-610
1800
$1K ﹤0.01%
46
-1,990
70 71
72
73 74