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
1801
$1K ﹤0.01%
124
-3
1802
$1K ﹤0.01%
+119
1803
$1K ﹤0.01%
100
-300
1804
$1K ﹤0.01%
258
-4,064
1805
$1K ﹤0.01%
40
-360
1806
$1K ﹤0.01%
+50
1807
$1K ﹤0.01%
+75
1808
$1K ﹤0.01%
139
1809
$1K ﹤0.01%
+4
1810
$1K ﹤0.01%
+139
1811
$1K ﹤0.01%
+104
1812
$1K ﹤0.01%
143
-360
1813
$1K ﹤0.01%
357
-2,440
1814
$1K ﹤0.01%
220
-2,202
1815
$1K ﹤0.01%
+56
1816
$1K ﹤0.01%
389
-4,647
1817
$1K ﹤0.01%
200
-3,202
1818
$1K ﹤0.01%
1
1819
$1K ﹤0.01%
700
+24
1820
$1K ﹤0.01%
7
-83
1821
$1K ﹤0.01%
132
1822
$1K ﹤0.01%
44
-12
1823
$1K ﹤0.01%
192
-1,513
1824
$1K ﹤0.01%
87
1825
$1K ﹤0.01%
+485
71 72
73
74 75