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
1826
$1K ﹤0.01%
+38
1827
$1K ﹤0.01%
+67
1828
$1K ﹤0.01%
1,677
+1,024
1829
$1K ﹤0.01%
120
1830
$1K ﹤0.01%
1,294
-8,689
1831
$1K ﹤0.01%
195
-1,070
1832
$1K ﹤0.01%
62
+52
1833
$1K ﹤0.01%
+19
1834
$1K ﹤0.01%
33
-83
1835
$1K ﹤0.01%
+100
1836
$1K ﹤0.01%
+187
1837
$1K ﹤0.01%
151
-100
1838
$1K ﹤0.01%
50
-1,392
1839
$1K ﹤0.01%
1,019
1840
$1K ﹤0.01%
80
-2,720
1841
$1K ﹤0.01%
+100
1842
$1K ﹤0.01%
+141
1843
$1K ﹤0.01%
53
-30
1844
$1K ﹤0.01%
700
1845
$1K ﹤0.01%
50
-1,522
1846
$1K ﹤0.01%
70
-100
1847
$1K ﹤0.01%
239
-100
1848
$1K ﹤0.01%
+39
1849
$1K ﹤0.01%
331
-29
1850
$1K ﹤0.01%
28
-7,461
72 73
74
75 76