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
1851
$4K ﹤0.01%
118
+94
1852
$4K ﹤0.01%
+193
1853
$4K ﹤0.01%
500
-6,981
1854
$4K ﹤0.01%
+8
1855
$4K ﹤0.01%
230
-8,111
1856
$4K ﹤0.01%
+400
1857
$4K ﹤0.01%
+35
1858
$4K ﹤0.01%
400
-700
1859
$4K ﹤0.01%
158
1860
$4K ﹤0.01%
393
-320
1861
$4K ﹤0.01%
+238
1862
$4K ﹤0.01%
57
+49
1863
$4K ﹤0.01%
110
-247
1864
$4K ﹤0.01%
100
-4,633
1865
$4K ﹤0.01%
205
1866
$4K ﹤0.01%
+89
1867
$4K ﹤0.01%
+202
1868
$4K ﹤0.01%
144
1869
$4K ﹤0.01%
+100
1870
$4K ﹤0.01%
244
-1,100
1871
$4K ﹤0.01%
+83
1872
$4K ﹤0.01%
646
+189
1873
$4K ﹤0.01%
402
-428
1874
$4K ﹤0.01%
493
-7
1875
$4K ﹤0.01%
793
-2,373
73 74
75
76 77