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
1801
$7K ﹤0.01%
350
+150
1802
$7K ﹤0.01%
200
-28,064
1803
$7K ﹤0.01%
195
+42
1804
$7K ﹤0.01%
292
+258
1805
$7K ﹤0.01%
60
1806
$7K ﹤0.01%
289
-36
1807
$7K ﹤0.01%
24
-16
1808
$7K ﹤0.01%
+2,598
1809
$7K ﹤0.01%
604
-1,351
1810
$7K ﹤0.01%
2,000
1811
$7K ﹤0.01%
1,268
-11,312
1812
$6K ﹤0.01%
+400
1813
$6K ﹤0.01%
130
-300
1814
$6K ﹤0.01%
279
-23,109
1815
$6K ﹤0.01%
81
1816
$6K ﹤0.01%
+200
1817
$6K ﹤0.01%
127
-3,807
1818
$6K ﹤0.01%
+250
1819
$6K ﹤0.01%
+100
1820
$6K ﹤0.01%
200
-8
1821
$6K ﹤0.01%
130
-150
1822
$6K ﹤0.01%
859
-1,509
1823
$6K ﹤0.01%
1,902
+902
1824
$6K ﹤0.01%
365
+131
1825
$6K ﹤0.01%
354
-46
71 72
73
74 75