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
1801
$1K ﹤0.01%
152
-15,650
1802
$1K ﹤0.01%
1,200
1803
$1K ﹤0.01%
110
-1,475
1804
$1K ﹤0.01%
133
+105
1805
$1K ﹤0.01%
200
-610
1806
$1K ﹤0.01%
46
-1,990
1807
$1K ﹤0.01%
124
-3
1808
$1K ﹤0.01%
+119
1809
$1K ﹤0.01%
100
-300
1810
$1K ﹤0.01%
258
-4,064
1811
$1K ﹤0.01%
40
-360
1812
$1K ﹤0.01%
+50
1813
$1K ﹤0.01%
139
1814
$1K ﹤0.01%
+4
1815
$1K ﹤0.01%
+104
1816
$1K ﹤0.01%
143
-360
1817
$1K ﹤0.01%
357
-2,440
1818
$1K ﹤0.01%
+56
1819
$1K ﹤0.01%
389
-4,647
1820
$1K ﹤0.01%
200
-3,202
1821
– –
0
1822
$1K ﹤0.01%
700
+24
1823
$1K ﹤0.01%
7
-83
1824
$1K ﹤0.01%
132
1825
$1K ﹤0.01%
44
-12
71 72
73
74 75