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
1826
$6K ﹤0.01%
533
-268
1827
$6K ﹤0.01%
+200
1828
$6K ﹤0.01%
173
-1,009
1829
$6K ﹤0.01%
67
1830
$6K ﹤0.01%
500
-23,700
1831
$6K ﹤0.01%
1,888
+1,388
1832
$6K ﹤0.01%
340
-4,614
1833
$6K ﹤0.01%
26
-195
1834
$6K ﹤0.01%
50
1835
$6K ﹤0.01%
+3,000
1836
$6K ﹤0.01%
80
-150
1837
$6K ﹤0.01%
340
-430
1838
$6K ﹤0.01%
+1,000
1839
$6K ﹤0.01%
+1,061
1840
$6K ﹤0.01%
+300
1841
$6K ﹤0.01%
+300
1842
$6K ﹤0.01%
+900
1843
$6K ﹤0.01%
351
-1,949
1844
$6K ﹤0.01%
671
-11,894
1845
$5K ﹤0.01%
+1,005
1846
$5K ﹤0.01%
1,188
-2,812
1847
$5K ﹤0.01%
+400
1848
$5K ﹤0.01%
+210
1849
$5K ﹤0.01%
+800
1850
$5K ﹤0.01%
100
-1,900
72 73
74
75 76