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
$1.42B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,910
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$33.3M
3
+$29.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$23.7M
5
GLD icon
SPDR Gold Trust
GLD
+$22.4M

Top Sells

1
+$28.6M
2
+$7.94M
3
+$6.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.05M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$5.89M

Sector Composition

1 Communication Services 13.88%
2 Technology 12.15%
3 Healthcare 10.87%
4 Energy 7.31%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$15K ﹤0.01%
358
-1,900
1952
$15K ﹤0.01%
1,640
1953
$15K ﹤0.01%
369
+38
1954
$15K ﹤0.01%
27,259
+1,807
1955
$14K ﹤0.01%
446
-30,989
1956
$14K ﹤0.01%
359
+137
1957
$14K ﹤0.01%
44
+30
1958
$14K ﹤0.01%
+153
1959
$14K ﹤0.01%
1,320
-1,700
1960
$14K ﹤0.01%
2,413
-7,468
1961
$14K ﹤0.01%
808
-200
1962
$14K ﹤0.01%
460
+240
1963
$14K ﹤0.01%
326
+300
1964
– –
0
1965
$14K ﹤0.01%
1,851
+851
1966
$14K ﹤0.01%
+1,271
1967
$14K ﹤0.01%
630
1968
$14K ﹤0.01%
+886
1969
$14K ﹤0.01%
317
-1,519
1970
$14K ﹤0.01%
178
-1,403
1971
$14K ﹤0.01%
1,060
+500
1972
– –
0
1973
$14K ﹤0.01%
30
-93
1974
$14K ﹤0.01%
316
-166
1975
$14K ﹤0.01%
2,485
-27,905
77 78
79
80 81