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
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$12K ﹤0.01%
8
-1
1952
$12K ﹤0.01%
302
+300
1953
$12K ﹤0.01%
911
+368
1954
$12K ﹤0.01%
+124
1955
$12K ﹤0.01%
+233
1956
$12K ﹤0.01%
478
-222
1957
$12K ﹤0.01%
+1,191
1958
$12K ﹤0.01%
262
+200
1959
$12K ﹤0.01%
1,100
-1,768
1960
$12K ﹤0.01%
553
-6,786
1961
$12K ﹤0.01%
550
+350
1962
$12K ﹤0.01%
409
+200
1963
$12K ﹤0.01%
187
+100
1964
$12K ﹤0.01%
2,714
+2,400
1965
$12K ﹤0.01%
1,100
-77
1966
$12K ﹤0.01%
392
+299
1967
$12K ﹤0.01%
+279
1968
$12K ﹤0.01%
272
-1,076
1969
$12K ﹤0.01%
618
-12,691
1970
$12K ﹤0.01%
300
-3,551
1971
$12K ﹤0.01%
1,182
-641
1972
$12K ﹤0.01%
100
-1,100
1973
$12K ﹤0.01%
467
+58
1974
$12K ﹤0.01%
463
-1,232
1975
$12K ﹤0.01%
+391
77 78
79
80 81