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
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$5K ﹤0.01%
411
-10,302
1827
$5K ﹤0.01%
254
1828
$5K ﹤0.01%
61
-1,905
1829
$5K ﹤0.01%
570
+72
1830
$5K ﹤0.01%
300
+200
1831
$5K ﹤0.01%
+365
1832
$5K ﹤0.01%
197
-1,100
1833
$5K ﹤0.01%
1,072
-5,962
1834
$5K ﹤0.01%
+450
1835
$5K ﹤0.01%
+200
1836
$5K ﹤0.01%
+100
1837
$5K ﹤0.01%
200
-1,494
1838
$5K ﹤0.01%
1,622
1839
$5K ﹤0.01%
+54
1840
$5K ﹤0.01%
+126
1841
$4K ﹤0.01%
+400
1842
$4K ﹤0.01%
+80
1843
$4K ﹤0.01%
690
-960
1844
$4K ﹤0.01%
+200
1845
$4K ﹤0.01%
1,658
-2,200
1846
$4K ﹤0.01%
100
-3,900
1847
$4K ﹤0.01%
+100
1848
$4K ﹤0.01%
94
-631
1849
$4K ﹤0.01%
+200
1850
$4K ﹤0.01%
+215
72 73
74
75 76